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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 | $160,028+123.4% | $147,080+143.1% | $145,884+145.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 10.89% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $6,176 | $5,286+16.8% | $4,933+25.2% | $4,662+32.5% |
| Participant deferral / active EE | $10,282 | $8,422+22.1% | $8,066+27.5% | $6,690+53.7% |
| Admin fee / account holder | $88 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |