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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 | $278,240 | $93,346+198.1% | $71,796+287.5% | $273,972+1.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 146.16% | 130.39%+15.8pp | 78.04%+68.1pp | 41.46%+104.7pp |
| Employer contribution / active EE | $2,199 | $2,733-19.5% | $1,924+14.3% | $4,869-54.8% |
| Participant deferral / active EE | $2,766 | $3,475-20.4% | $2,794-1.0% | $5,287-47.7% |
| Admin fee / account holder | $161 | $6,571-97.6% | $4,815-96.7% | $10,133-98.4% |