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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 | $267,819 | $172,111+55.6% | $150,298+78.2% | $137,256+95.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.76% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $8,084 | $4,636+74.4% | $4,154+94.6% | $4,156+94.5% |
| Participant deferral / active EE | $10,307 | $6,166+67.2% | $5,453+89.0% | $6,407+60.9% |
| Admin fee / account holder | $300 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |