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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 | $327,723 | $154,228+112.5% | $145,433+125.3% | $137,256+138.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.22% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,335 | $4,804-30.6% | $4,554-26.8% | $4,156-19.8% |
| Participant deferral / active EE | $12,200 | $8,216+48.5% | $7,897+54.5% | $6,407+90.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |