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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 | $268,336 | $148,623+80.5% | $135,974+97.3% | $139,466+92.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.86% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $6,032 | $5,246+15.0% | $4,859+24.2% | $4,754+26.9% |
| Participant deferral / active EE | $17,150 | $8,103+111.7% | $7,760+121.0% | $6,712+155.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |