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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 | $329,486 | $202,463+62.7% | $169,397+94.5% | $139,487+136.2% |
| Participation rate | 71.4% | 81.1%-9.7pp | 77.2%-5.7pp | 80.3%-8.9pp |
| Annual return | 20.62% | 532.64%-512.0pp | 406.23%-385.6pp | 373.84%-353.2pp |
| Employer contribution / active EE | $3,629 | $4,694-22.7% | $4,013-9.6% | $4,755-23.7% |
| Participant deferral / active EE | $14,362 | $6,941+106.9% | $6,223+130.8% | $6,713+114.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |