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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 | $283,283 | $183,592+54.3% | $155,567+82.1% | $145,959+94.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.33% | 61.24%-45.9pp | 64.74%-49.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $6,222 | $5,315+17.1% | $4,674+33.1% | $4,661+33.5% |
| Participant deferral / active EE | $4,536 | $6,464-29.8% | $5,628-19.4% | $6,689-32.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |