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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 | $383,925 | $227,291+68.9% | $214,702+78.8% | $155,188+147.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.38% | 60.08%-48.7pp | 54.55%-43.2pp | 148.84%-137.5pp |
| Employer contribution / active EE | $7,996 | $6,772+18.1% | $6,461+23.8% | $4,248+88.2% |
| Participant deferral / active EE | $22,537 | $9,582+135.2% | $9,147+146.4% | $6,531+245.1% |
| Admin fee / account holder | $197 | $20,413-99.0% | $19,830-99.0% | $14,480-98.6% |