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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 | $174,379+65.8% | $152,093+90.2% | $138,895+108.2% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 15.39% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $4,841 | $4,652+4.1% | $4,175+16.0% | $4,194+15.4% |
| Participant deferral / active EE | $9,297 | $6,159+51.0% | $5,451+70.6% | $6,396+45.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |