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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 | $352,962 | $174,379+102.4% | $152,093+132.1% | $138,895+154.1% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 14.19% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,947 | $4,652-36.6% | $4,175-29.4% | $4,194-29.7% |
| Participant deferral / active EE | $10,828 | $6,159+75.8% | $5,451+98.6% | $6,396+69.3% |
| Admin fee / account holder | $112 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |