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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 | $286,390 | $209,422+36.8% | $178,503+60.4% | $158,982+80.1% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 29.73% | 188.81%-159.1pp | 151.12%-121.4pp | 302.99%-273.3pp |
| Employer contribution / active EE | $6,174 | $5,707+8.2% | $5,011+23.2% | $4,763+29.6% |
| Participant deferral / active EE | $20,429 | $5,955+243.1% | $5,202+292.7% | $5,983+241.4% |
| Admin fee / account holder | $29 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |