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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 | $440,916 | $223,823+97.0% | $211,142+108.8% | $154,746+184.9% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 10.58% | 50.39%-39.8pp | 46.84%-36.3pp | 172.34%-161.8pp |
| Employer contribution / active EE | $6,120 | $6,787-9.8% | $6,442-5.0% | $4,379+39.8% |
| Participant deferral / active EE | $4,042 | $9,750-58.5% | $9,284-56.5% | $6,730-39.9% |
| Admin fee / account holder | $126 | $19,707-99.4% | $19,076-99.3% | $14,365-99.1% |