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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 | $292,639 | $168,635+73.5% | $147,617+98.2% | $125,389+133.4% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 3.19% | 77.65%-74.5pp | 61.98%-58.8pp | 282.24%-279.0pp |
| Employer contribution / active EE | $10,058 | $6,252+60.9% | $5,564+80.8% | $4,866+106.7% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |