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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 | $374,355 | $110,212+239.7% | $96,534+287.8% | $139,466+168.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 24.40% | 26.42%-2.0pp | 25.88%-1.5pp | 373.66%-349.3pp |
| Employer contribution / active EE | $10,316 | $3,620+185.0% | $2,965+247.9% | $4,754+117.0% |
| Participant deferral / active EE | $10,891 | $5,547+96.3% | $4,851+124.5% | $6,712+62.3% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |