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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 | $319,080 | $183,539+73.8% | $155,556+105.1% | $145,897+118.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 12.94% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $9,231 | $5,315+73.7% | $4,675+97.4% | $4,663+98.0% |
| Participant deferral / active EE | $6,620 | $6,467+2.4% | $5,631+17.6% | $6,689-1.0% |
| Admin fee / account holder | $135 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |