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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 | $260,272 | $152,612+70.5% | $125,192+107.9% | $152,897+70.2% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 22.32% | 54.85%-32.5pp | 43.79%-21.5pp | 345.43%-323.1pp |
| Employer contribution / active EE | $5,970 | $4,947+20.7% | $3,866+54.4% | $4,764+25.3% |
| Participant deferral / active EE | $5,785 | $5,868-1.4% | $4,937+17.2% | $5,851-1.1% |
| Admin fee / account holder | $147 | $13,437-98.9% | $9,704-98.5% | $11,599-98.7% |