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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 | $324,943 | $157,304+106.6% | $141,197+130.1% | $152,909+112.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 21.79% | 64.34%-42.6pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $8,417 | $5,263+59.9% | $4,736+77.7% | $4,764+76.7% |
| Participant deferral / active EE | $7,262 | $7,111+2.1% | $6,710+8.2% | $5,851+24.1% |
| Admin fee / account holder | $16 | $12,126-99.9% | $10,265-99.8% | $11,601-99.9% |