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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 | $291,125 | $135,956+114.1% | $123,894+135.0% | $273,972+6.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.49% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $14,347 | $5,170+177.5% | $4,617+210.7% | $4,869+194.7% |
| Participant deferral / active EE | $10,778 | $6,343+69.9% | $5,984+80.1% | $5,287+103.8% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |