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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 | $305,252 | $201,372+51.6% | $184,260+65.7% | $145,884+109.2% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 18.52% | 29.04%-10.5pp | 28.84%-10.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $31,977 | $7,024+355.3% | $6,427+397.5% | $4,662+585.9% |
| Participant deferral / active EE | $19,340 | $9,808+97.2% | $9,133+111.8% | $6,690+189.1% |
| Admin fee / account holder | $10 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |