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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 | $292,193 | $185,312+57.7% | $161,489+80.9% | $154,746+88.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 19.41% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $6,302 | $4,769+32.2% | $4,268+47.7% | $4,379+43.9% |
| Participant deferral / active EE | $13,716 | $6,350+116.0% | $5,630+143.6% | $6,730+103.8% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |