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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 | $335,519 | $209,425+60.2% | $178,499+88.0% | $158,966+111.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 23.16% | 188.80%-165.6pp | 151.10%-127.9pp | 302.95%-279.8pp |
| Employer contribution / active EE | $10,714 | $5,707+87.7% | $5,011+113.8% | $4,762+125.0% |
| Participant deferral / active EE | $2,491 | $5,955-58.2% | $5,202-52.1% | $5,983-58.4% |
| Admin fee / account holder | $18 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |