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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 | $175,259+81.1% | $149,723+112.0% | $139,487+127.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.94% | 166.82%-154.9pp | 134.50%-122.6pp | 373.84%-361.9pp |
| Employer contribution / active EE | $4,055 | $5,478-26.0% | $4,821-15.9% | $4,755-14.7% |
| Participant deferral / active EE | $8,069 | $6,522+23.7% | $5,682+42.0% | $6,713+20.2% |
| Admin fee / account holder | $187 | $16,158-98.8% | $13,215-98.6% | $11,407-98.4% |