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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 | $260,309 | $162,136+60.5% | $152,301+70.9% | $154,746+68.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 39.93% | 91.02%-51.1pp | 80.50%-40.6pp | 172.34%-132.4pp |
| Employer contribution / active EE | $1,992 | $4,890-59.3% | $4,624-56.9% | $4,379-54.5% |
| Participant deferral / active EE | $15,285 | $8,341+83.3% | $8,004+91.0% | $6,730+127.1% |
| Admin fee / account holder | $71 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |