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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 | $344,920 | $197,637+74.5% | $177,848+93.9% | $158,982+117.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.81% | 58.77%-50.0pp | 48.33%-39.5pp | 302.99%-294.2pp |
| Employer contribution / active EE | $9,706 | $6,698+44.9% | $5,919+64.0% | $4,763+103.8% |
| Participant deferral / active EE | $13,219 | $8,405+57.3% | $7,714+71.4% | $5,983+120.9% |
| Admin fee / account holder | $110 | $15,406-99.3% | $12,431-99.1% | $11,252-99.0% |