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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 | $286,711 | $174,379+64.4% | $152,093+88.5% | $138,895+106.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.85% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,181 | $4,652-31.6% | $4,175-23.8% | $4,194-24.2% |
| Participant deferral / active EE | $8,857 | $6,159+43.8% | $5,451+62.5% | $6,396+38.5% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |