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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 | $317,447 | $175,212+81.2% | $149,682+112.1% | $139,427+127.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.94% | 166.63%-154.7pp | 134.35%-122.4pp | 373.27%-361.3pp |
| Employer contribution / active EE | $4,055 | $5,475-25.9% | $4,818-15.9% | $4,752-14.7% |
| Participant deferral / active EE | $8,069 | $6,520+23.8% | $5,681+42.0% | $6,711+20.2% |
| Admin fee / account holder | $187 | $16,150-98.8% | $13,210-98.6% | $11,404-98.4% |