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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 | $270,721 | $201,259+34.5% | $184,200+47.0% | $145,959+85.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 28.98%-17.5pp | 28.80%-17.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $7,999 | $7,018+14.0% | $6,424+24.5% | $4,661+71.6% |
| Participant deferral / active EE | $10,992 | $9,806+12.1% | $9,132+20.4% | $6,689+64.3% |
| Admin fee / account holder | $292 | $16,372-98.2% | $13,907-97.9% | $13,398-97.8% |