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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 | $254,967 | $171,492+48.7% | $150,734+69.2% | $198,609+28.4% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 16.30% | 804.70%-788.4pp | 600.81%-584.5pp | 202.70%-186.4pp |
| Employer contribution / active EE | $11,298 | $5,470+106.5% | $4,918+129.7% | $5,055+123.5% |
| Participant deferral / active EE | $13,510 | $6,259+115.9% | $5,610+140.8% | $6,977+93.6% |
| Admin fee / account holder | $3 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |