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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 | $260,211 | $162,136+60.5% | $152,301+70.9% | $154,746+68.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.58% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,983 | $4,890-39.0% | $4,624-35.5% | $4,379-31.9% |
| Participant deferral / active EE | $20,104 | $8,341+141.0% | $8,004+151.2% | $6,730+198.7% |
| Admin fee / account holder | $294 | $15,759-98.1% | $14,398-98.0% | $14,365-98.0% |