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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 | $377,088 | $160,028+135.6% | $147,080+156.4% | $145,884+158.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 24.57% | 98.60%-74.0pp | 420.17%-395.6pp | 551.85%-527.3pp |
| Employer contribution / active EE | $2,960 | $5,286-44.0% | $4,933-40.0% | $4,662-36.5% |
| Participant deferral / active EE | $17,125 | $8,422+103.3% | $8,066+112.3% | $6,690+156.0% |
| Admin fee / account holder | $96 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |