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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 | $286,143 | $148,629+92.5% | $135,982+110.4% | $139,487+105.1% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 17.27% | 79.33%-62.1pp | 68.32%-51.1pp | 373.84%-356.6pp |
| Employer contribution / active EE | $4,683 | $5,247-10.7% | $4,859-3.6% | $4,755-1.5% |
| Participant deferral / active EE | $10,161 | $8,102+25.4% | $7,760+30.9% | $6,713+51.4% |
| Admin fee / account holder | $5 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |