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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 | $362,891 | $201,370+80.2% | $184,256+96.9% | $145,897+148.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.01% | 29.05%+9.0pp | 28.85%+9.2pp | 552.29%-514.3pp |
| Employer contribution / active EE | $2,758 | $7,024-60.7% | $6,427-57.1% | $4,663-40.9% |
| Participant deferral / active EE | $11,430 | $9,808+16.5% | $9,133+25.1% | $6,689+70.9% |
| Admin fee / account holder | $12 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |