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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 | $285,694 | $212,386+34.5% | $199,883+42.9% | $138,895+105.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.66% | 47.75%-32.1pp | 43.81%-28.2pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,004 | $6,625-69.7% | $6,261-68.0% | $4,194-52.2% |
| Participant deferral / active EE | $8,095 | $9,617-15.8% | $9,138-11.4% | $6,396+26.6% |
| Admin fee / account holder | $124 | $18,233-99.3% | $17,268-99.3% | $12,562-99.0% |