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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 | $329,042 | $127,387+158.3% | $115,038+186.0% | $125,389+162.4% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 13.76% | 31.28%-17.5pp | 26.14%-12.4pp | 282.24%-268.5pp |
| Employer contribution / active EE | $1,122 | $5,166-78.3% | $4,608-75.7% | $4,866-76.9% |
| Participant deferral / active EE | $9,284 | $6,423+44.6% | $6,026+54.1% | $5,352+73.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |