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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 | $289,207 | $172,111+68.0% | $150,298+92.4% | $137,256+110.7% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 15.39% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,841 | $4,636+4.4% | $4,154+16.5% | $4,156+16.5% |
| Participant deferral / active EE | $9,297 | $6,166+50.8% | $5,453+70.5% | $6,407+45.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |