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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 | $311,281 | $227,291+37.0% | $214,702+45.0% | $155,188+100.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 20.21% | 60.08%-39.9pp | 54.55%-34.3pp | 148.84%-128.6pp |
| Employer contribution / active EE | $4,976 | $6,772-26.5% | $6,461-23.0% | $4,248+17.1% |
| Participant deferral / active EE | $6,887 | $9,582-28.1% | $9,147-24.7% | $6,531+5.4% |
| Admin fee / account holder | $20 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |