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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 | $291,483 | $156,398+86.4% | $147,318+97.9% | $138,895+109.9% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 13.84% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,171 | $4,853-75.9% | $4,593-74.5% | $4,194-72.1% |
| Participant deferral / active EE | $13,899 | $8,237+68.7% | $7,906+75.8% | $6,396+117.3% |
| Admin fee / account holder | $250 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |