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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 | $305,072 | $165,381+84.5% | $149,730+103.7% | $158,966+91.9% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 30.41% | 348.29%-317.9pp | 276.70%-246.3pp | 302.95%-272.5pp |
| Employer contribution / active EE | $7,871 | $5,104+54.2% | $4,645+69.4% | $4,762+65.3% |
| Participant deferral / active EE | $7,806 | $7,182+8.7% | $6,843+14.1% | $5,983+30.5% |
| Admin fee / account holder | $126 | $10,809-98.8% | $9,310-98.6% | $11,250-98.9% |