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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 | $301,070 | $183,516+64.1% | $155,534+93.6% | $145,884+106.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.38% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,850 | $5,315-46.4% | $4,675-39.0% | $4,662-38.9% |
| Participant deferral / active EE | $10,560 | $6,467+63.3% | $5,630+87.6% | $6,690+57.9% |
| Admin fee / account holder | $225 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |