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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 | $353,170 | $178,174+98.2% | $156,181+126.1% | $137,256+157.3% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 18.38% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $7,978 | $4,972+60.5% | $4,294+85.8% | $4,156+92.0% |
| Participant deferral / active EE | $7,834 | $6,888+13.7% | $6,132+27.7% | $6,407+22.3% |
| Admin fee / account holder | -$162 | $17,404-100.9% | $14,586-101.1% | $12,270-101.3% |