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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 | $373,734 | $228,317+63.7% | $185,808+101.1% | $158,931+135.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 68.69% | 40.81%+27.9pp | 35.95%+32.7pp | 302.86%-234.2pp |
| Employer contribution / active EE | $14,278 | $4,964+187.6% | $4,086+249.5% | $4,761+199.9% |
| Participant deferral / active EE | $8,667 | $6,415+35.1% | $5,632+53.9% | $5,982+44.9% |
| Admin fee / account holder | $4 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |