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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 | $302,290 | $116,203+160.1% | $93,621+222.9% | $152,897+97.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.8%+4.2pp | 82.5%-2.5pp |
| Annual return | 26.71% | 35.96%-9.3pp | 32.76%-6.1pp | 345.43%-318.7pp |
| Employer contribution / active EE | $8,213 | $3,219+155.1% | $2,719+202.1% | $4,764+72.4% |
| Participant deferral / active EE | $6,440 | $4,605+39.9% | $4,070+58.2% | $5,851+10.1% |
| Admin fee / account holder | $55 | $10,751-99.5% | $7,890-99.3% | $11,599-99.5% |