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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 | $262,410 | $197,637+32.8% | $177,848+47.5% | $158,982+65.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.38% | 58.77%-34.4pp | 48.33%-23.9pp | 302.99%-278.6pp |
| Employer contribution / active EE | $21,695 | $6,698+223.9% | $5,919+266.6% | $4,763+355.5% |
| Participant deferral / active EE | $13,108 | $8,405+56.0% | $7,714+69.9% | $5,983+119.1% |
| Admin fee / account holder | $221 | $15,406-98.6% | $12,431-98.2% | $11,252-98.0% |