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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 | $296,510 | $197,625+50.0% | $177,840+66.7% | $158,966+86.5% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 13.75% | 58.76%-45.0pp | 48.32%-34.6pp | 302.95%-289.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,066 | $8,405+67.4% | $7,714+82.4% | $5,983+135.1% |
| Admin fee / account holder | $1 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |