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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 | $162,967+60.3% | $135,792+92.3% | $138,895+88.0% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.6%+13.1pp | 79.9%+5.8pp |
| Annual return | 19.71% | 30.08%-10.4pp | 25.96%-6.2pp | 145.39%-125.7pp |
| Employer contribution / active EE | $9,368 | $4,211+122.5% | $3,496+168.0% | $4,194+123.4% |
| Participant deferral / active EE | $7,927 | $5,640+40.5% | $4,759+66.6% | $6,396+23.9% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |