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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 | $258,923 | $125,797+105.8% | $170,043+52.3% | $75,173+244.4% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.0%+4.7pp | 67.2%+24.5pp |
| Annual return | 14.60% | 27.20%-12.6pp | 53.40%-38.8pp | 160.72%-146.1pp |
| Employer contribution / active EE | $9,265 | $4,616+100.7% | $6,790+36.4% | $2,671+246.9% |
| Participant deferral / active EE | $15,553 | $6,838+127.5% | $10,410+49.4% | $4,126+276.9% |
| Admin fee / account holder | $32 | $8,177-99.6% | $12,824-99.8% | $5,651-99.4% |