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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 | $350,935 | $209,336+67.6% | $197,124+78.0% | $137,256+155.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.69% | 48.09%-32.4pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $7,305 | $6,591+10.8% | $6,227+17.3% | $4,156+75.8% |
| Participant deferral / active EE | $12,460 | $9,614+29.6% | $9,135+36.4% | $6,407+94.5% |
| Admin fee / account holder | $23 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |