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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 | $363,208 | $165,381+119.6% | $149,730+142.6% | $158,966+128.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.04% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-290.9pp |
| Employer contribution / active EE | $6,342 | $5,104+24.3% | $4,645+36.5% | $4,762+33.2% |
| Participant deferral / active EE | $12,364 | $7,182+72.1% | $6,843+80.7% | $5,983+106.7% |
| Admin fee / account holder | $200 | $10,809-98.2% | $9,310-97.9% | $11,250-98.2% |