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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 | $282,795 | $183,516+54.1% | $155,534+81.8% | $145,884+93.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.83% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,581 | $5,315-70.2% | $4,675-66.2% | $4,662-66.1% |
| Participant deferral / active EE | $6,340 | $6,467-2.0% | $5,630+12.6% | $6,690-5.2% |
| Admin fee / account holder | $48 | $19,293-99.8% | $15,900-99.7% | $13,392-99.6% |