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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 | $289,256 | $135,956+112.8% | $123,894+133.5% | $273,972+5.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.99% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $9,827 | $5,170+90.1% | $4,617+112.9% | $4,869+101.8% |
| Participant deferral / active EE | $8,097 | $6,343+27.7% | $5,984+35.3% | $5,287+53.1% |
| Admin fee / account holder | $84 | $9,817-99.1% | $8,357-99.0% | $10,133-99.2% |