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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 | $293,537 | $223,823+31.1% | $211,142+39.0% | $154,746+89.7% |
| Participation rate | 77.8% | 87.9%-10.1pp | 87.3%-9.5pp | 80.7%-2.9pp |
| Annual return | 13.98% | 50.39%-36.4pp | 46.84%-32.9pp | 172.34%-158.4pp |
| Employer contribution / active EE | $6,226 | $6,787-8.3% | $6,442-3.4% | $4,379+42.2% |
| Participant deferral / active EE | $4,532 | $9,750-53.5% | $9,284-51.2% | $6,730-32.7% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |