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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 | $324,490 | $183,516+76.8% | $155,534+108.6% | $145,884+122.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.62% | 61.43%-41.8pp | 64.92%-45.3pp | 551.85%-532.2pp |
| Employer contribution / active EE | $1,197 | $5,315-77.5% | $4,675-74.4% | $4,662-74.3% |
| Participant deferral / active EE | $8,885 | $6,467+37.4% | $5,630+57.8% | $6,690+32.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |