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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 | $298,948 | $155,555+92.2% | $146,866+103.6% | $155,188+92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.57% | 115.41%-102.8pp | 102.85%-90.3pp | 148.84%-136.3pp |
| Employer contribution / active EE | $5,440 | $4,647+17.1% | $4,425+23.0% | $4,248+28.1% |
| Participant deferral / active EE | $13,620 | $8,044+69.3% | $7,759+75.5% | $6,531+108.5% |
| Admin fee / account holder | $295 | $14,755-98.0% | $13,620-97.8% | $14,480-98.0% |