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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 | $332,737 | $209,874+58.5% | $189,537+75.6% | $167,536+98.6% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 24.14% | 748.61%-724.5pp | 555.34%-531.2pp | 478.82%-454.7pp |
| Employer contribution / active EE | $3,494 | $6,913-49.5% | $6,161-43.3% | $4,839-27.8% |
| Participant deferral / active EE | $13,313 | $8,934+49.0% | $8,220+62.0% | $6,342+109.9% |
| Admin fee / account holder | $157 | $14,299-98.9% | $12,048-98.7% | $12,315-98.7% |