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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 | $357,569 | $160,040+123.4% | $147,096+143.1% | $145,877+145.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 10.89% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $6,176 | $5,289+16.8% | $4,936+25.1% | $4,663+32.5% |
| Participant deferral / active EE | $10,282 | $8,429+22.0% | $8,071+27.4% | $6,691+53.7% |
| Admin fee / account holder | $88 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |