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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 | $295,685 | $123,793+138.9% | $177,827+66.3% | $79,858+270.3% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 21.16% | 22.82%-1.7pp | 48.32%-27.2pp | 31.72%-10.6pp |
| Employer contribution / active EE | $12,623 | $4,095+208.2% | $5,918+113.3% | $2,471+410.9% |
| Participant deferral / active EE | $15,906 | $5,956+167.1% | $7,713+106.2% | $3,740+325.3% |
| Admin fee / account holder | $34 | $7,243-99.5% | $12,429-99.7% | $5,306-99.4% |