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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 | $162,136+80.4% | $152,301+92.0% | $154,746+89.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 14.29% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $13,278 | $4,890+171.5% | $4,624+187.1% | $4,379+203.2% |
| Participant deferral / active EE | $6,952 | $8,341-16.7% | $8,004-13.1% | $6,730+3.3% |
| Admin fee / account holder | $3 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |