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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 | $259,645 | $157,304+65.1% | $141,197+83.9% | $152,909+69.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 18.04% | 64.34%-46.3pp | 71.41%-53.4pp | 345.46%-327.4pp |
| Employer contribution / active EE | $2,994 | $5,263-43.1% | $4,736-36.8% | $4,764-37.2% |
| Participant deferral / active EE | $14,367 | $7,111+102.0% | $6,710+114.1% | $5,851+145.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |