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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 | $154,228+68.8% | $145,433+79.0% | $137,256+89.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 39.93% | 74.59%-34.7pp | 66.58%-26.6pp | 220.34%-180.4pp |
| Employer contribution / active EE | $1,992 | $4,804-58.5% | $4,554-56.3% | $4,156-52.1% |
| Participant deferral / active EE | $15,285 | $8,216+86.0% | $7,897+93.5% | $6,407+138.6% |
| Admin fee / account holder | $71 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |