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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 | $345,494 | $132,099+161.5% | $115,599+198.9% | $138,895+148.7% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.3%+2.6pp | 79.9%-3.0pp |
| Annual return | 19.16% | 176.76%-157.6pp | 111.10%-91.9pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,124 | $3,416-67.1% | $2,955-62.0% | $4,194-73.2% |
| Participant deferral / active EE | $11,189 | $5,617+99.2% | $4,889+128.8% | $6,396+74.9% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |