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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 | $253,339 | $154,228+64.3% | $145,433+74.2% | $137,256+84.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.42% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $9,718 | $4,804+102.3% | $4,554+113.4% | $4,156+133.8% |
| Participant deferral / active EE | $17,480 | $8,216+112.8% | $7,897+121.3% | $6,407+172.8% |
| Admin fee / account holder | $169 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |