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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 | $343,252 | $135,956+152.5% | $123,894+177.1% | $273,972+25.3% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 7.76% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $10,500 | $5,170+103.1% | $4,617+127.4% | $4,869+115.7% |
| Participant deferral / active EE | $10,915 | $6,343+72.1% | $5,984+82.4% | $5,287+106.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |