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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 | $295,076 | $178,174+65.6% | $156,181+88.9% | $137,256+115.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.77% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,626 | $4,972-7.0% | $4,294+7.7% | $4,156+11.3% |
| Participant deferral / active EE | $11,293 | $6,888+64.0% | $6,132+84.2% | $6,407+76.3% |
| Admin fee / account holder | $237 | $17,404-98.6% | $14,586-98.4% | $12,270-98.1% |