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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 | $81,276+238.3% | $155,574+76.7% | $80,925+239.8% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 20.89% | 33.36%-12.5pp | 64.87%-44.0pp | 35.65%-14.8pp |
| Employer contribution / active EE | $8,940 | $3,103+188.1% | $4,676+91.2% | $2,756+224.4% |
| Participant deferral / active EE | $5,379 | $3,453+55.8% | $5,629-4.5% | $4,299+25.1% |
| Admin fee / account holder | $16 | $7,993-99.8% | $15,914-99.9% | $6,940-99.8% |