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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 | $270,137 | $154,228+75.2% | $145,433+85.7% | $137,256+96.8% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 13.72% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $8,872 | $4,804+84.7% | $4,554+94.8% | $4,156+113.5% |
| Participant deferral / active EE | $4,143 | $8,216-49.6% | $7,897-47.5% | $6,407-35.3% |
| Admin fee / account holder | $186 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |