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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 | $291,262 | $157,296+85.2% | $141,191+106.3% | $152,897+90.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 22.05% | 64.34%-42.3pp | 71.41%-49.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $5,773 | $5,262+9.7% | $4,736+21.9% | $4,764+21.2% |
| Participant deferral / active EE | $10,234 | $7,111+43.9% | $6,710+52.5% | $5,851+74.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |