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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 | $196,972+40.8% | $182,262+52.2% | $198,609+39.6% |
| Participation rate | 94.4% | 85.7%+8.7pp | 84.2%+10.2pp | 82.4%+12.1pp |
| Annual return | 20.39% | 158.27%-137.9pp | 140.60%-120.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $8,795 | $5,364+64.0% | $5,046+74.3% | $5,055+74.0% |
| Participant deferral / active EE | $8,961 | $8,643+3.7% | $8,276+8.3% | $6,977+28.4% |
| Admin fee / account holder | $252 | $18,429-98.6% | $16,712-98.5% | $19,030-98.7% |