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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 | $275,978 | $185,312+48.9% | $161,489+70.9% | $154,746+78.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 18.37% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,115 | $4,769-34.7% | $4,268-27.0% | $4,379-28.9% |
| Participant deferral / active EE | $7,018 | $6,350+10.5% | $5,630+24.7% | $6,730+4.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |