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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 | $296,142 | $162,136+82.7% | $152,301+94.4% | $154,746+91.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 17.86% | 91.02%-73.2pp | 80.50%-62.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $4,261 | $4,890-12.9% | $4,624-7.9% | $4,379-2.7% |
| Participant deferral / active EE | $14,674 | $8,341+75.9% | $8,004+83.3% | $6,730+118.0% |
| Admin fee / account holder | $102 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |