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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 | $380,534 | $228,395+66.6% | $185,861+104.7% | $158,982+139.4% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 13.22% | 40.82%-27.6pp | 35.96%-22.7pp | 302.99%-289.8pp |
| Employer contribution / active EE | $3,195 | $4,968-35.7% | $4,088-21.8% | $4,763-32.9% |
| Participant deferral / active EE | $5,518 | $6,417-14.0% | $5,634-2.1% | $5,983-7.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |