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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 | $201,370+24.6% | $184,256+36.1% | $145,897+71.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.12% | 29.05%-17.9pp | 28.85%-17.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,983 | $7,024-57.5% | $6,427-53.6% | $4,663-36.0% |
| Participant deferral / active EE | $9,716 | $9,808-0.9% | $9,133+6.4% | $6,689+45.2% |
| Admin fee / account holder | $3 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |