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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 | $318,019 | $185,312+71.6% | $161,489+96.9% | $154,746+105.5% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.7%+10.8pp | 80.7%+8.8pp |
| Annual return | 19.82% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $4,066 | $4,769-14.7% | $4,268-4.7% | $4,379-7.1% |
| Participant deferral / active EE | $8,019 | $6,350+26.3% | $5,630+42.4% | $6,730+19.2% |
| Admin fee / account holder | $104 | $18,654-99.4% | $16,006-99.3% | $14,365-99.3% |