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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 | $352,628 | $109,359+222.5% | $162,177+117.4% | $72,975+383.2% |
| Participation rate | 86.1% | 84.3%+1.9pp | 87.6%-1.4pp | 69.5%+16.6pp |
| Annual return | 23.71% | 25.46%-1.7pp | 115.60%-91.9pp | 81.01%-57.3pp |
| Employer contribution / active EE | $23,148 | $3,907+492.4% | $5,613+312.4% | $2,440+848.7% |
| Participant deferral / active EE | $16,190 | $5,481+195.4% | $7,297+121.9% | $3,608+348.7% |
| Admin fee / account holder | $15 | $7,972-99.8% | $10,843-99.9% | $5,124-99.7% |