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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 | $250,850 | $201,259+24.6% | $184,200+36.2% | $145,959+71.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.12% | 28.98%-17.9pp | 28.80%-17.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,983 | $7,018-57.5% | $6,424-53.6% | $4,661-36.0% |
| Participant deferral / active EE | $9,716 | $9,806-0.9% | $9,132+6.4% | $6,689+45.3% |
| Admin fee / account holder | $3 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |