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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 | $333,563 | $108,942+206.2% | $100,415+232.2% | $145,897+128.6% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 18.51% | 58.27%-39.8pp | 49.47%-31.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,170 | $4,422-50.9% | $3,943-45.0% | $4,663-53.5% |
| Participant deferral / active EE | $7,474 | $8,461-11.7% | $8,091-7.6% | $6,689+11.7% |
| Admin fee / account holder | $258 | $9,702-97.3% | $7,906-96.7% | $13,390-98.1% |