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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 | $300,301 | $162,136+85.2% | $152,301+97.2% | $154,746+94.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 15.99% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,778 | $4,890-43.2% | $4,624-39.9% | $4,379-36.6% |
| Participant deferral / active EE | $19,424 | $8,341+132.9% | $8,004+142.7% | $6,730+188.6% |
| Admin fee / account holder | $37 | $15,759-99.8% | $14,398-99.7% | $14,365-99.7% |