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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 | $300,138 | $127,387+135.6% | $115,038+160.9% | $125,389+139.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 25.26% | 31.28%-6.0pp | 26.14%-0.9pp | 282.24%-257.0pp |
| Employer contribution / active EE | $10,188 | $5,166+97.2% | $4,608+121.1% | $4,866+109.4% |
| Participant deferral / active EE | $7,560 | $6,423+17.7% | $6,026+25.4% | $5,352+41.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |