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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 | $292,435 | $196,972+48.5% | $182,262+60.4% | $198,609+47.2% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 14.29% | 158.27%-144.0pp | 140.60%-126.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $13,278 | $5,364+147.6% | $5,046+163.2% | $5,055+162.7% |
| Participant deferral / active EE | $6,952 | $8,643-19.6% | $8,276-16.0% | $6,977-0.4% |
| Admin fee / account holder | $3 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |