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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 | $302,262 | $175,212+72.5% | $149,682+101.9% | $139,427+116.8% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 10.92% | 166.63%-155.7pp | 134.35%-123.4pp | 373.27%-362.4pp |
| Employer contribution / active EE | $1,310 | $5,475-76.1% | $4,818-72.8% | $4,752-72.4% |
| Participant deferral / active EE | $6,068 | $6,520-6.9% | $5,681+6.8% | $6,711-9.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |