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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 | $365,099 | $225,673+61.8% | $203,872+79.1% | $155,188+135.3% |
| Participation rate | 90.9% | 80.3%+10.6pp | 77.8%+13.1pp | 80.8%+10.1pp |
| Annual return | 11.66% | 95.91%-84.3pp | 85.11%-73.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $11,302 | $4,099+175.8% | $3,757+200.8% | $4,248+166.1% |
| Participant deferral / active EE | $9,821 | $6,893+42.5% | $6,388+53.8% | $6,531+50.4% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |