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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 | $294,231 | $217,432+35.3% | $185,849+58.3% | $167,536+75.6% |
| Participation rate | 95.5% | 86.1%+9.4pp | 81.7%+13.7pp | 82.1%+13.3pp |
| Annual return | 10.78% | 148.42%-137.6pp | 122.10%-111.3pp | 478.82%-468.0pp |
| Employer contribution / active EE | $7,034 | $5,875+19.7% | $5,169+36.1% | $4,839+45.3% |
| Participant deferral / active EE | $2,588 | $6,357-59.3% | $5,569-53.5% | $6,342-59.2% |
| Admin fee / account holder | $290 | $19,818-98.5% | $16,244-98.2% | $12,315-97.6% |