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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 | $279,656 | $183,627+52.3% | $155,602+79.7% | $145,978+91.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.69% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $2,286 | $5,316-57.0% | $4,675-51.1% | $4,662-51.0% |
| Participant deferral / active EE | $7,138 | $6,466+10.4% | $5,629+26.8% | $6,690+6.7% |
| Admin fee / account holder | $24 | $19,327-99.9% | $15,923-99.8% | $13,400-99.8% |