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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 | $227,291+29.1% | $214,702+36.7% | $155,188+89.1% |
| Participation rate | 77.8% | 88.0%-10.2pp | 87.5%-9.7pp | 80.8%-3.0pp |
| Annual return | 13.98% | 60.08%-46.1pp | 54.55%-40.6pp | 148.84%-134.9pp |
| Employer contribution / active EE | $6,226 | $6,772-8.1% | $6,461-3.6% | $4,248+46.6% |
| Participant deferral / active EE | $4,532 | $9,582-52.7% | $9,147-50.4% | $6,531-30.6% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |