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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 | $360,089 | $160,028+125.0% | $147,080+144.8% | $145,884+146.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.98% | 98.60%-79.6pp | 420.17%-401.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $7,287 | $5,286+37.9% | $4,933+47.7% | $4,662+56.3% |
| Participant deferral / active EE | $26,000 | $8,422+208.7% | $8,066+222.3% | $6,690+288.7% |
| Admin fee / account holder | $54 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |