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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 | $288,707 | $162,821+77.3% | $133,978+115.5% | $158,982+81.6% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 24.63% | 41.95%-17.3pp | 45.10%-20.5pp | 302.99%-278.4pp |
| Employer contribution / active EE | $3,963 | $4,976-20.4% | $3,919+1.1% | $4,763-16.8% |
| Participant deferral / active EE | $3,510 | $5,910-40.6% | $5,047-30.5% | $5,983-41.3% |
| Admin fee / account holder | $136 | $11,742-98.8% | $8,930-98.5% | $11,252-98.8% |