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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 | $274,340 | $138,076+98.7% | $123,553+122.0% | $135,380+102.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 25.19% | 153.70%-128.5pp | 119.21%-94.0pp | 519.81%-494.6pp |
| Employer contribution / active EE | $2,501 | $5,152-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $13,944 | $6,800+105.1% | $6,426+117.0% | $5,609+148.6% |
| Admin fee / account holder | $286 | $10,917-97.4% | $9,284-96.9% | $10,828-97.4% |