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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 | $277,355 | $154,228+79.8% | $145,433+90.7% | $137,256+102.1% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 20.39% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $8,795 | $4,804+83.1% | $4,554+93.1% | $4,156+111.6% |
| Participant deferral / active EE | $8,961 | $8,216+9.1% | $7,897+13.5% | $6,407+39.9% |
| Admin fee / account holder | $252 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |