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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 | $294,274 | $183,516+60.4% | $155,534+89.2% | $145,884+101.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 15.66% | 61.43%-45.8pp | 64.92%-49.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $5,082 | $5,315-4.4% | $4,675+8.7% | $4,662+9.0% |
| Participant deferral / active EE | $9,460 | $6,467+46.3% | $5,630+68.0% | $6,690+41.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |