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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 | $301,274 | $178,174+69.1% | $156,181+92.9% | $137,256+119.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 12.71% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,087 | $4,972-58.0% | $4,294-51.4% | $4,156-49.8% |
| Participant deferral / active EE | $2,058 | $6,888-70.1% | $6,132-66.4% | $6,407-67.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |