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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 | $373,255 | $183,516+103.4% | $155,534+140.0% | $145,884+155.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.49% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,035 | $5,315-42.9% | $4,675-35.1% | $4,662-34.9% |
| Participant deferral / active EE | $17,025 | $6,467+163.3% | $5,630+202.4% | $6,690+154.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |