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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 | $257,358 | $227,399+13.2% | $189,758+35.6% | $198,609+29.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 18.28% | 61.03%-42.7pp | 52.62%-34.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $12,927 | $5,526+133.9% | $4,767+171.2% | $5,055+155.7% |
| Participant deferral / active EE | $6,380 | $6,837-6.7% | $5,856+8.9% | $6,977-8.6% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |