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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 | $344,773 | $217,432+58.6% | $185,851+85.5% | $167,553+105.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.01% | 148.43%-136.4pp | 122.11%-110.1pp | 478.89%-466.9pp |
| Employer contribution / active EE | $4,146 | $5,874-29.4% | $5,168-19.8% | $4,840-14.3% |
| Participant deferral / active EE | $8,240 | $6,357+29.6% | $5,569+48.0% | $6,343+29.9% |
| Admin fee / account holder | $240 | $19,820-98.8% | $16,245-98.5% | $12,316-98.1% |