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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 | $286,819 | $148,623+93.0% | $135,974+110.9% | $139,466+105.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 12.44% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.2pp |
| Employer contribution / active EE | $8,770 | $5,246+67.2% | $4,859+80.5% | $4,754+84.5% |
| Participant deferral / active EE | $8,479 | $8,103+4.6% | $7,760+9.3% | $6,712+26.3% |
| Admin fee / account holder | $84 | $12,406-99.3% | $10,767-99.2% | $11,409-99.3% |