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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 | $154,228+92.0% | $145,433+103.6% | $137,256+115.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.86% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,261 | $4,804-11.3% | $4,554-6.4% | $4,156+2.5% |
| Participant deferral / active EE | $14,674 | $8,216+78.6% | $7,897+85.8% | $6,407+129.0% |
| Admin fee / account holder | $102 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |