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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 | $183,516+51.8% | $155,534+79.1% | $145,884+90.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.19% | 61.43%-49.2pp | 64.92%-52.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,432 | $5,315-35.4% | $4,675-26.6% | $4,662-26.4% |
| Participant deferral / active EE | $20,266 | $6,467+213.4% | $5,630+259.9% | $6,690+202.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |