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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 | $303,350 | $178,174+70.3% | $156,181+94.2% | $137,256+121.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 17.63% | 84.19%-66.6pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $18,673 | $4,972+275.6% | $4,294+334.9% | $4,156+349.3% |
| Participant deferral / active EE | $9,395 | $6,888+36.4% | $6,132+53.2% | $6,407+46.6% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |