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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 | $324,981 | $209,425+55.2% | $178,499+82.1% | $158,966+104.4% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 14.67% | 188.80%-174.1pp | 151.10%-136.4pp | 302.95%-288.3pp |
| Employer contribution / active EE | $9,655 | $5,707+69.2% | $5,011+92.7% | $4,762+102.7% |
| Participant deferral / active EE | $7,291 | $5,955+22.4% | $5,202+40.1% | $5,983+21.9% |
| Admin fee / account holder | $173 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |