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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 | $111,535+128.6% | $105,223+142.3% | $137,256+85.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 16.30% | 237.85%-221.6pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $11,298 | $3,939+186.8% | $3,689+206.3% | $4,156+171.8% |
| Participant deferral / active EE | $13,510 | $5,500+145.6% | $5,072+166.4% | $6,407+110.9% |
| Admin fee / account holder | $3 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |