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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 | $321,561 | $175,231+83.5% | $149,696+114.8% | $139,466+130.6% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 18.13% | 166.77%-148.6pp | 134.46%-116.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $3,239 | $5,478-40.9% | $4,821-32.8% | $4,754-31.9% |
| Participant deferral / active EE | $4,142 | $6,521-36.5% | $5,682-27.1% | $6,712-38.3% |
| Admin fee / account holder | $123 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |