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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 | $299,857 | $97,729+206.8% | $83,830+257.7% | $135,379+121.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 14.22% | 1287.52%-1273.3pp | 850.97%-836.8pp | 519.79%-505.6pp |
| Employer contribution / active EE | $4,345 | $4,222+2.9% | $3,631+19.7% | $4,779-9.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $292 | $6,674-95.6% | $5,479-94.7% | $10,828-97.3% |