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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 | $282,196 | $209,425+34.7% | $178,499+58.1% | $158,966+77.5% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 7.57% | 188.80%-181.2pp | 151.10%-143.5pp | 302.95%-295.4pp |
| Employer contribution / active EE | $9,552 | $5,707+67.4% | $5,011+90.6% | $4,762+100.6% |
| Participant deferral / active EE | $4,799 | $5,955-19.4% | $5,202-7.8% | $5,983-19.8% |
| Admin fee / account holder | $194 | $17,078-98.9% | $13,986-98.6% | $11,250-98.3% |