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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 | $257,307 | $162,136+58.7% | $152,301+68.9% | $154,746+66.3% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 19.40% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,078 | $4,890-37.1% | $4,624-33.4% | $4,379-29.7% |
| Participant deferral / active EE | $12,148 | $8,341+45.6% | $8,004+51.8% | $6,730+80.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |