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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 | $159,978+190.5% | $147,041+216.1% | $145,978+218.4% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 17.80% | 98.36%-80.6pp | 419.21%-401.4pp | 550.52%-532.7pp |
| Employer contribution / active EE | $4,776 | $5,288-9.7% | $4,935-3.2% | $4,662+2.4% |
| Participant deferral / active EE | $11,525 | $8,429+36.7% | $8,071+42.8% | $6,690+72.3% |
| Admin fee / account holder | $239 | $15,053-98.4% | $13,006-98.2% | $13,400-98.2% |