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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 | $276,502 | $93,617+195.4% | $135,982+103.3% | $75,177+267.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 18.52% | 30.89%-12.4pp | 68.32%-49.8pp | 160.75%-142.2pp |
| Employer contribution / active EE | $2,940 | $3,538-16.9% | $4,859-39.5% | $2,671+10.1% |
| Participant deferral / active EE | $9,050 | $6,406+41.3% | $7,760+16.6% | $4,126+119.3% |
| Admin fee / account holder | $225 | $6,980-96.8% | $10,767-97.9% | $5,651-96.0% |