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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 | $485,564 | $114,119+325.5% | $107,187+353.0% | $138,895+249.6% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 16.14% | 273.21%-257.1pp | 204.55%-188.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $5,305 | $4,059+30.7% | $3,782+40.2% | $4,194+26.5% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $113 | $10,024-98.9% | $9,162-98.8% | $12,562-99.1% |