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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 | $277,072 | $157,296+76.1% | $141,191+96.2% | $152,897+81.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 21.51% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $3,163 | $5,262-39.9% | $4,736-33.2% | $4,764-33.6% |
| Participant deferral / active EE | $10,216 | $7,111+43.7% | $6,710+52.3% | $5,851+74.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |