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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 | $312,177 | $159,978+95.1% | $147,041+112.3% | $145,978+113.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.79% | 98.36%-87.6pp | 419.21%-408.4pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,746 | $5,288-67.0% | $4,935-64.6% | $4,662-62.5% |
| Participant deferral / active EE | $6,372 | $8,429-24.4% | $8,071-21.0% | $6,690-4.7% |
| Admin fee / account holder | $239 | $15,053-98.4% | $13,006-98.2% | $13,400-98.2% |