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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 | $304,729 | $183,592+66.0% | $155,567+95.9% | $145,959+108.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.17% | 61.24%-52.1pp | 64.74%-55.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,987 | $5,315-62.6% | $4,674-57.5% | $4,661-57.4% |
| Participant deferral / active EE | $10,570 | $6,464+63.5% | $5,628+87.8% | $6,689+58.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |