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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 | $292,030 | $185,312+57.6% | $161,489+80.8% | $154,746+88.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 12.46% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $5,261 | $4,769+10.3% | $4,268+23.2% | $4,379+20.1% |
| Participant deferral / active EE | $8,950 | $6,350+41.0% | $5,630+59.0% | $6,730+33.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |