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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 | $329,578 | $160,040+105.9% | $147,096+124.1% | $145,877+125.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.66% | 98.49%-76.8pp | 419.75%-398.1pp | 551.28%-529.6pp |
| Employer contribution / active EE | $4,656 | $5,289-12.0% | $4,936-5.7% | $4,663-0.1% |
| Participant deferral / active EE | $14,460 | $8,429+71.6% | $8,071+79.2% | $6,691+116.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |