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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 | $347,944 | $201,344+72.8% | $184,243+88.9% | $145,877+138.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.96% | 29.01%-16.0pp | 28.82%-15.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $5,848 | $7,022-16.7% | $6,427-9.0% | $4,663+25.4% |
| Participant deferral / active EE | $15,715 | $9,807+60.2% | $9,132+72.1% | $6,691+134.9% |
| Admin fee / account holder | $286 | $16,382-98.3% | $13,914-97.9% | $13,402-97.9% |