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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 | $285,451 | $136,860+108.6% | $120,344+137.2% | $154,746+84.5% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 9.77% | 21.38%-11.6pp | 20.30%-10.5pp | 172.34%-162.6pp |
| Employer contribution / active EE | $3,667 | $3,533+3.8% | $3,020+21.4% | $4,379-16.3% |
| Participant deferral / active EE | $13,366 | $5,793+130.7% | $5,135+160.3% | $6,730+98.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |