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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 | $286,390 | $209,405+36.8% | $178,486+60.5% | $158,931+80.2% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 29.73% | 188.77%-159.0pp | 151.08%-121.4pp | 302.86%-273.1pp |
| Employer contribution / active EE | $6,174 | $5,707+8.2% | $5,011+23.2% | $4,761+29.7% |
| Participant deferral / active EE | $20,429 | $5,954+243.1% | $5,202+292.7% | $5,982+241.5% |
| Admin fee / account holder | $29 | $17,076-99.8% | $13,985-99.8% | $11,247-99.7% |