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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 | $280,448 | $209,428+33.9% | $178,498+57.1% | $158,950+76.4% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.21% | 188.78%-170.6pp | 151.09%-132.9pp | 302.91%-284.7pp |
| Employer contribution / active EE | $6,326 | $5,707+10.8% | $5,011+26.2% | $4,762+32.8% |
| Participant deferral / active EE | $11,254 | $5,955+89.0% | $5,202+116.3% | $5,983+88.1% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |