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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 | $362,357 | $106,749+239.4% | $145,433+149.2% | $82,448+339.5% |
| Participation rate | 97.8% | 75.6%+22.2pp | 82.1%+15.7pp | 68.1%+29.8pp |
| Annual return | 14.20% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $7,500 | $3,444+117.7% | $4,554+64.7% | $2,551+194.0% |
| Participant deferral / active EE | $12,396 | $6,519+90.2% | $7,897+57.0% | $4,139+199.5% |
| Admin fee / account holder | $253 | $8,390-97.0% | $13,129-98.1% | $7,234-96.5% |