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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 | $370,241 | $201,370+83.9% | $184,256+100.9% | $145,897+153.8% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 14.33% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $17,436 | $7,024+148.2% | $6,427+171.3% | $4,663+274.0% |
| Participant deferral / active EE | $14,133 | $9,808+44.1% | $9,133+54.7% | $6,689+111.3% |
| Admin fee / account holder | $81 | $16,364-99.5% | $13,899-99.4% | $13,390-99.4% |