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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 | $396,061 | $197,625+100.4% | $177,840+122.7% | $158,966+149.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.92% | 58.76%-41.8pp | 48.32%-31.4pp | 302.95%-286.0pp |
| Employer contribution / active EE | $8,235 | $6,698+22.9% | $5,919+39.1% | $4,762+72.9% |
| Participant deferral / active EE | $19,805 | $8,405+135.6% | $7,714+156.8% | $5,983+231.0% |
| Admin fee / account holder | $277 | $15,405-98.2% | $12,431-97.8% | $11,250-97.5% |