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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,508 | $183,592+38.1% | $155,574+63.0% | $145,877+73.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.21% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,708 | $5,317-11.4% | $4,676+0.7% | $4,663+1.0% |
| Participant deferral / active EE | $14,455 | $6,466+123.6% | $5,629+156.8% | $6,691+116.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |