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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 | $295,839 | $183,592+61.1% | $155,574+90.2% | $145,877+102.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.15% | 61.37%-39.2pp | 64.87%-42.7pp | 551.28%-529.1pp |
| Employer contribution / active EE | $5,651 | $5,317+6.3% | $4,676+20.9% | $4,663+21.2% |
| Participant deferral / active EE | $9,086 | $6,466+40.5% | $5,629+61.4% | $6,691+35.8% |
| Admin fee / account holder | $21 | $19,316-99.9% | $15,914-99.9% | $13,402-99.8% |