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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 | $185,312+56.1% | $161,489+79.1% | $154,746+86.9% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 15.39% | 103.84%-88.5pp | 89.72%-74.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $4,841 | $4,769+1.5% | $4,268+13.4% | $4,379+10.5% |
| Participant deferral / active EE | $9,297 | $6,350+46.4% | $5,630+65.1% | $6,730+38.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |