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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 | $568,728 | $185,883+206.0% | $170,043+234.5% | $139,466+307.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.08% | 60.54%-37.5pp | 53.40%-30.3pp | 373.66%-350.6pp |
| Employer contribution / active EE | $8,286 | $7,596+9.1% | $6,790+22.0% | $4,754+74.3% |
| Participant deferral / active EE | $10,000 | $11,626-14.0% | $10,410-3.9% | $6,712+49.0% |
| Admin fee / account holder | $273 | $15,393-98.2% | $12,824-97.9% | $11,409-97.6% |