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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 | $431,638 | $172,111+150.8% | $150,298+187.2% | $137,256+214.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 11.93% | 69.37%-57.4pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,353 | $4,636-49.3% | $4,154-43.4% | $4,156-43.4% |
| Participant deferral / active EE | $11,912 | $6,166+93.2% | $5,453+118.5% | $6,407+85.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |