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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 | $277,019 | $184,014+50.5% | $161,149+71.9% | $138,895+99.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.27% | 21.52%-6.3pp | 21.16%-5.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $7,667 | $5,055+51.7% | $4,360+75.8% | $4,194+82.8% |
| Participant deferral / active EE | $10,333 | $6,909+49.6% | $6,153+67.9% | $6,396+61.6% |
| Admin fee / account holder | $27 | $18,027-99.9% | $15,194-99.8% | $12,562-99.8% |