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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 | $264,661 | $213,785+23.8% | $185,441+42.7% | $155,188+70.5% |
| Participation rate | 90.9% | 83.2%+7.7pp | 80.3%+10.6pp | 80.8%+10.1pp |
| Annual return | 12.69% | 19.97%-7.3pp | 20.16%-7.5pp | 148.84%-136.1pp |
| Employer contribution / active EE | $10,000 | $5,393+85.4% | $4,672+114.0% | $4,248+135.4% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |