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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 | $296,588 | $178,174+66.5% | $156,181+89.9% | $137,256+116.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.50% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $8,954 | $4,972+80.1% | $4,294+108.5% | $4,156+115.5% |
| Participant deferral / active EE | $9,697 | $6,888+40.8% | $6,132+58.1% | $6,407+51.4% |
| Admin fee / account holder | $39 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |