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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 | $294,128 | $106,749+175.5% | $145,433+102.2% | $82,448+256.7% |
| Participation rate | 87.1% | 75.6%+11.4pp | 82.1%+5.0pp | 68.1%+19.0pp |
| Annual return | 16.97% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $8,403 | $3,444+144.0% | $4,554+84.5% | $2,551+229.4% |
| Participant deferral / active EE | $9,073 | $6,519+39.2% | $7,897+14.9% | $4,139+119.2% |
| Admin fee / account holder | $138 | $8,390-98.4% | $13,129-98.9% | $7,234-98.1% |