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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 | $323,689 | $185,312+74.7% | $161,489+100.4% | $154,746+109.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.55% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $10,694 | $4,769+124.2% | $4,268+150.6% | $4,379+144.2% |
| Participant deferral / active EE | $5,814 | $6,350-8.4% | $5,630+3.3% | $6,730-13.6% |
| Admin fee / account holder | $10 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |