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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 | $330,447 | $156,398+111.3% | $147,318+124.3% | $138,895+137.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 16.44% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $3,323 | $4,853-31.5% | $4,593-27.7% | $4,194-20.8% |
| Participant deferral / active EE | $11,880 | $8,237+44.2% | $7,906+50.3% | $6,396+85.7% |
| Admin fee / account holder | $17 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |