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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 | $264,311 | $93,589+182.4% | $135,942+94.4% | $75,181+251.6% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 26.43% | 30.90%-4.5pp | 68.28%-41.8pp | 160.69%-134.3pp |
| Employer contribution / active EE | $8,169 | $3,537+130.9% | $4,858+68.2% | $2,671+205.9% |
| Participant deferral / active EE | $12,704 | $6,405+98.3% | $7,759+63.7% | $4,126+207.9% |
| Admin fee / account holder | $17 | $6,977-99.8% | $10,764-99.8% | $5,650-99.7% |