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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 | $369,148 | $209,336+76.3% | $197,124+87.3% | $137,256+168.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.11% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $12,060 | $6,591+83.0% | $6,227+93.7% | $4,156+190.2% |
| Participant deferral / active EE | $14,490 | $9,614+50.7% | $9,135+58.6% | $6,407+126.2% |
| Admin fee / account holder | $241 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |