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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 | $154,228+89.6% | $145,433+101.1% | $137,256+113.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 14.29% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $13,278 | $4,804+176.4% | $4,554+191.5% | $4,156+219.5% |
| Participant deferral / active EE | $6,952 | $8,216-15.4% | $7,897-12.0% | $6,407+8.5% |
| Admin fee / account holder | $3 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |