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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 | $464,812 | $160,070+190.4% | $147,117+215.9% | $145,897+218.6% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.9pp | 80.3%-7.0pp |
| Annual return | 17.80% | 98.69%-80.9pp | 420.54%-402.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $4,776 | $5,285-9.6% | $4,932-3.2% | $4,663+2.4% |
| Participant deferral / active EE | $11,525 | $8,419+36.9% | $8,065+42.9% | $6,689+72.3% |
| Admin fee / account holder | $239 | $15,035-98.4% | $12,993-98.2% | $13,390-98.2% |