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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 | $258,106 | $166,131+55.4% | $164,975+56.5% | $145,877+76.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.26% | 100.37%-85.1pp | 70.12%-54.9pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,363 | $5,276-55.2% | $4,343-45.6% | $4,663-49.3% |
| Participant deferral / active EE | $10,556 | $6,962+51.6% | $6,033+75.0% | $6,691+57.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |