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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 | $281,071 | $185,883+51.2% | $170,043+65.3% | $139,466+101.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.64% | 60.54%-29.9pp | 53.40%-22.8pp | 373.66%-343.0pp |
| Employer contribution / active EE | $8,920 | $7,596+17.4% | $6,790+31.4% | $4,754+87.6% |
| Participant deferral / active EE | $12,445 | $11,626+7.0% | $10,410+19.5% | $6,712+85.4% |
| Admin fee / account holder | $79 | $15,393-99.5% | $12,824-99.4% | $11,409-99.3% |