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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 | $343,716 | $185,312+85.5% | $161,489+112.8% | $154,746+122.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.92% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,049 | $4,769-36.1% | $4,268-28.6% | $4,379-30.4% |
| Participant deferral / active EE | $10,284 | $6,350+62.0% | $5,630+82.7% | $6,730+52.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |