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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 | $265,940 | $154,228+72.4% | $145,433+82.9% | $137,256+93.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.03% | 74.59%-60.6pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $8,555 | $4,804+78.1% | $4,554+87.8% | $4,156+105.8% |
| Participant deferral / active EE | $7,020 | $8,216-14.6% | $7,897-11.1% | $6,407+9.6% |
| Admin fee / account holder | $62 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |