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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 | $360,023 | $217,432+65.6% | $185,849+93.7% | $167,536+114.9% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 11.79% | 148.42%-136.6pp | 122.10%-110.3pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,637 | $5,875-55.1% | $5,169-49.0% | $4,839-45.5% |
| Participant deferral / active EE | $4,323 | $6,357-32.0% | $5,569-22.4% | $6,342-31.8% |
| Admin fee / account holder | $24 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |