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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 | $292,606 | $165,381+76.9% | $149,730+95.4% | $158,966+84.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.50% | 348.29%-334.8pp | 276.70%-263.2pp | 302.95%-289.5pp |
| Employer contribution / active EE | $3,853 | $5,104-24.5% | $4,645-17.1% | $4,762-19.1% |
| Participant deferral / active EE | $10,865 | $7,182+51.3% | $6,843+58.8% | $5,983+81.6% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |