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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 | $265,453 | $183,539+44.6% | $155,556+70.6% | $145,897+81.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.01% | 61.31%-52.3pp | 64.84%-55.8pp | 552.29%-543.3pp |
| Employer contribution / active EE | $8,061 | $5,315+51.6% | $4,675+72.4% | $4,663+72.9% |
| Participant deferral / active EE | $5,019 | $6,467-22.4% | $5,631-10.9% | $6,689-25.0% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |