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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 | $274,943 | $81,331+238.1% | $155,534+76.8% | $80,935+239.7% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 20.89% | 33.37%-12.5pp | 64.92%-44.0pp | 35.66%-14.8pp |
| Employer contribution / active EE | $8,940 | $3,105+188.0% | $4,675+91.2% | $2,757+224.3% |
| Participant deferral / active EE | $5,379 | $3,454+55.7% | $5,630-4.5% | $4,299+25.1% |
| Admin fee / account holder | $16 | $7,999-99.8% | $15,900-99.9% | $6,924-99.8% |