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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 | $297,121 | $110,379+169.2% | $102,412+190.1% | $145,884+103.7% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 19.77% | 24.84%-5.1pp | 24.94%-5.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $5,144 | $4,216+22.0% | $3,870+32.9% | $4,662+10.3% |
| Participant deferral / active EE | $11,009 | $5,622+95.8% | $5,060+117.6% | $6,690+64.6% |
| Admin fee / account holder | $16 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |