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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 | $286,340 | $196,972+45.4% | $182,262+57.1% | $198,609+44.2% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 12.54% | 158.27%-145.7pp | 140.60%-128.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $12,552 | $5,364+134.0% | $5,046+148.8% | $5,055+148.3% |
| Participant deferral / active EE | $11,440 | $8,643+32.4% | $8,276+38.2% | $6,977+64.0% |
| Admin fee / account holder | $14 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |