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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 | $318,795 | $209,425+52.2% | $178,499+78.6% | $158,966+100.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 30.64% | 188.80%-158.2pp | 151.10%-120.5pp | 302.95%-272.3pp |
| Employer contribution / active EE | $2,914 | $5,707-48.9% | $5,011-41.9% | $4,762-38.8% |
| Participant deferral / active EE | $9,659 | $5,955+62.2% | $5,202+85.7% | $5,983+61.4% |
| Admin fee / account holder | $15 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |