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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 | $114,119+123.4% | $107,187+137.9% | $138,895+83.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 16.30% | 273.21%-256.9pp | 204.55%-188.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $11,298 | $4,059+178.4% | $3,782+198.7% | $4,194+169.4% |
| Participant deferral / active EE | $13,510 | $5,538+144.0% | $5,096+165.1% | $6,396+111.2% |
| Admin fee / account holder | $3 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |