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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 | $262,455 | $91,198+187.8% | $178,503+47.0% | $79,856+228.7% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 11.92% | 24.20%-12.3pp | 151.12%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $10,407 | $3,257+219.6% | $5,011+107.7% | $2,471+321.1% |
| Participant deferral / active EE | $8,425 | $3,237+160.3% | $5,202+61.9% | $3,741+125.2% |
| Admin fee / account holder | $241 | $6,748-96.4% | $13,987-98.3% | $5,306-95.5% |