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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 | $963,165 | $183,592+424.6% | $155,567+519.1% | $145,959+559.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 15.90% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $9,500 | $5,315+78.8% | $4,674+103.3% | $4,661+103.8% |
| Participant deferral / active EE | $14,796 | $6,464+128.9% | $5,628+162.9% | $6,689+121.2% |
| Admin fee / account holder | $203 | $19,318-99.0% | $15,916-98.7% | $13,398-98.5% |