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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 | $283,836 | $223,823+26.8% | $211,142+34.4% | $154,746+83.4% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 21.22% | 50.39%-29.2pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $11,966 | $6,787+76.3% | $6,442+85.7% | $4,379+173.3% |
| Participant deferral / active EE | $9,582 | $9,750-1.7% | $9,284+3.2% | $6,730+42.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |