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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 | $257,126 | $212,386+21.1% | $199,883+28.6% | $138,895+85.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.94% | 47.75%-27.8pp | 43.81%-23.9pp | 145.39%-125.5pp |
| Employer contribution / active EE | $10,327 | $6,625+55.9% | $6,261+64.9% | $4,194+146.2% |
| Participant deferral / active EE | $14,067 | $9,617+46.3% | $9,138+53.9% | $6,396+119.9% |
| Admin fee / account holder | $177 | $18,233-99.0% | $17,268-99.0% | $12,562-98.6% |