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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 | $284,724 | $183,592+55.1% | $155,574+83.0% | $145,877+95.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 22.20% | 61.37%-39.2pp | 64.87%-42.7pp | 551.28%-529.1pp |
| Employer contribution / active EE | $2,369 | $5,317-55.4% | $4,676-49.3% | $4,663-49.2% |
| Participant deferral / active EE | $6,017 | $6,466-7.0% | $5,629+6.9% | $6,691-10.1% |
| Admin fee / account holder | $130 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |