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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 | $254,104 | $197,625+28.6% | $177,840+42.9% | $158,966+59.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.57% | 58.76%-42.2pp | 48.32%-31.7pp | 302.95%-286.4pp |
| Employer contribution / active EE | $8,459 | $6,698+26.3% | $5,919+42.9% | $4,762+77.6% |
| Participant deferral / active EE | $18,714 | $8,405+122.7% | $7,714+142.6% | $5,983+212.8% |
| Admin fee / account holder | $42 | $15,405-99.7% | $12,431-99.7% | $11,250-99.6% |