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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 | $304,974 | $155,555+96.1% | $146,866+107.7% | $155,188+96.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 18.81% | 115.41%-96.6pp | 102.85%-84.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $4,430 | $4,647-4.7% | $4,425+0.1% | $4,248+4.3% |
| Participant deferral / active EE | $12,363 | $8,044+53.7% | $7,759+59.3% | $6,531+89.3% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |