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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 | $303,350 | $184,014+64.9% | $161,149+88.2% | $138,895+118.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 17.63% | 21.52%-3.9pp | 21.16%-3.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $18,673 | $5,055+269.4% | $4,360+328.3% | $4,194+345.2% |
| Participant deferral / active EE | $9,395 | $6,909+36.0% | $6,153+52.7% | $6,396+46.9% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |