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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 | $321,588 | $209,336+53.6% | $197,124+63.1% | $137,256+134.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.03% | 48.09%-28.1pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,749 | $6,591-73.5% | $6,227-71.9% | $4,156-57.9% |
| Participant deferral / active EE | $16,625 | $9,614+72.9% | $9,135+82.0% | $6,407+159.5% |
| Admin fee / account holder | $254 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |