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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 | $350,140 | $175,231+99.8% | $149,696+133.9% | $139,466+151.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 37.46% | 166.77%-129.3pp | 134.46%-97.0pp | 373.66%-336.2pp |
| Employer contribution / active EE | $1,714 | $5,478-68.7% | $4,821-64.4% | $4,754-63.9% |
| Participant deferral / active EE | $6,371 | $6,521-2.3% | $5,682+12.1% | $6,712-5.1% |
| Admin fee / account holder | $12 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |