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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 | $275,932 | $209,336+31.8% | $197,124+40.0% | $137,256+101.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.63% | 48.09%-31.5pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,000 | $6,591-24.1% | $6,227-19.7% | $4,156+20.3% |
| Participant deferral / active EE | $11,007 | $9,614+14.5% | $9,135+20.5% | $6,407+71.8% |
| Admin fee / account holder | $18 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |