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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 | $257,745 | $105,158+145.1% | $94,672+172.2% | $139,487+84.8% |
| Participation rate | 86.4% | 82.4%+4.0pp | 80.8%+5.5pp | 80.3%+6.0pp |
| Annual return | 20.52% | 38.11%-17.6pp | 156.89%-136.4pp | 373.84%-353.3pp |
| Employer contribution / active EE | $24,289 | $4,107+491.3% | $3,673+561.3% | $4,755+410.8% |
| Participant deferral / active EE | $6,954 | $7,599-8.5% | $7,417-6.2% | $6,713+3.6% |
| Admin fee / account holder | $7 | $8,972-99.9% | $7,222-99.9% | $11,407-99.9% |