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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 | $254,189 | $64,324+295.2% | $118,946+113.7% | $79,852+218.3% |
| Participation rate | 89.7% | 64.9%+24.8pp | 75.4%+14.3pp | 69.6%+20.0pp |
| Annual return | 14.30% | 86.45%-72.1pp | 35.89%-21.6pp | 31.72%-17.4pp |
| Employer contribution / active EE | $14,361 | $1,836+682.1% | $3,263+340.1% | $2,471+481.2% |
| Participant deferral / active EE | $10,250 | $2,824+263.0% | $4,266+140.3% | $3,740+174.0% |
| Admin fee / account holder | $49 | $4,040-98.8% | $6,581-99.2% | $5,306-99.1% |