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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 | $183,516+73.9% | $155,534+105.2% | $145,884+118.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 12.94% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $9,231 | $5,315+73.7% | $4,675+97.5% | $4,662+98.0% |
| Participant deferral / active EE | $6,620 | $6,467+2.4% | $5,630+17.6% | $6,690-1.0% |
| Admin fee / account holder | $135 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |