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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 | $294,811 | $183,592+60.6% | $155,574+89.5% | $145,877+102.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.40% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $9,612 | $5,317+80.8% | $4,676+105.6% | $4,663+106.1% |
| Participant deferral / active EE | $5,946 | $6,466-8.0% | $5,629+5.6% | $6,691-11.1% |
| Admin fee / account holder | $30 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |