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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 | $372,795 | $183,988+102.6% | $162,177+129.9% | $152,897+143.8% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.5%+11.7pp |
| Annual return | 25.04% | 150.79%-125.7pp | 115.60%-90.6pp | 345.43%-320.4pp |
| Employer contribution / active EE | $20,087 | $6,370+215.3% | $5,613+257.9% | $4,764+321.7% |
| Participant deferral / active EE | $13,997 | $8,032+74.3% | $7,297+91.8% | $5,851+139.2% |
| Admin fee / account holder | $207 | $13,123-98.4% | $10,843-98.1% | $11,599-98.2% |