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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 | $285,875 | $154,193+85.4% | $130,045+119.8% | $139,466+105.0% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 25.51% | 32.51%-7.0pp | -137.30%+162.8pp | 373.66%-348.2pp |
| Employer contribution / active EE | $6,047 | $5,292+14.3% | $4,321+39.9% | $4,754+27.2% |
| Participant deferral / active EE | $5,537 | $6,709-17.5% | $5,820-4.9% | $6,712-17.5% |
| Admin fee / account holder | $293 | $13,989-97.9% | $10,600-97.2% | $11,409-97.4% |