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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 | $291,909 | $160,040+82.4% | $147,096+98.4% | $145,877+100.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.80% | 98.49%-80.7pp | 419.75%-401.9pp | 551.28%-533.5pp |
| Employer contribution / active EE | $7,780 | $5,289+47.1% | $4,936+57.6% | $4,663+66.8% |
| Participant deferral / active EE | $19,700 | $8,429+133.7% | $8,071+144.1% | $6,691+194.4% |
| Admin fee / account holder | $16 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |