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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 | $254,967 | $129,737+96.5% | $119,126+114.0% | $154,746+64.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 16.30% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $11,298 | $4,375+158.2% | $4,034+180.1% | $4,379+158.0% |
| Participant deferral / active EE | $13,510 | $5,842+131.3% | $5,318+154.1% | $6,730+100.7% |
| Admin fee / account holder | $3 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |