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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 | $278,558 | $183,592+51.7% | $155,567+79.1% | $145,959+90.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.19% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,432 | $5,315-35.4% | $4,674-26.6% | $4,661-26.4% |
| Participant deferral / active EE | $20,266 | $6,464+213.5% | $5,628+260.1% | $6,689+203.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |