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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 | $185,312+44.5% | $161,489+65.8% | $154,746+73.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.76% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $8,084 | $4,769+69.5% | $4,268+89.4% | $4,379+84.6% |
| Participant deferral / active EE | $10,307 | $6,350+62.3% | $5,630+83.1% | $6,730+53.1% |
| Admin fee / account holder | $300 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |