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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 | $261,179 | $185,141+41.1% | $153,416+70.2% | $155,188+68.3% |
| Participation rate | 85.7% | 79.9%+5.8pp | 74.3%+11.4pp | 80.8%+4.9pp |
| Annual return | 19.71% | 18.72%+1.0pp | 17.84%+1.9pp | 148.84%-129.1pp |
| Employer contribution / active EE | $9,368 | $4,489+108.7% | $3,764+148.9% | $4,248+120.5% |
| Participant deferral / active EE | $7,927 | $5,477+44.7% | $4,723+67.8% | $6,531+21.4% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |