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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 | $183,592+103.3% | $155,574+139.9% | $145,877+155.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.49% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,035 | $5,317-42.9% | $4,676-35.1% | $4,663-34.9% |
| Participant deferral / active EE | $17,025 | $6,466+163.3% | $5,629+202.4% | $6,691+154.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |