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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 | $320,612 | $172,111+86.3% | $150,298+113.3% | $137,256+133.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.18% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,876 | $4,636-16.4% | $4,154-6.7% | $4,156-6.7% |
| Participant deferral / active EE | $11,084 | $6,166+79.8% | $5,453+103.3% | $6,407+73.0% |
| Admin fee / account holder | $170 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |