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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 | $296,288 | $177,156+67.2% | $147,027+101.5% | $154,746+91.5% |
| Participation rate | 85.7% | 79.4%+6.4pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 11.60% | 21.94%-10.3pp | 20.23%-8.6pp | 172.34%-160.7pp |
| Employer contribution / active EE | $18,238 | $4,336+320.6% | $3,626+403.0% | $4,379+316.5% |
| Participant deferral / active EE | $8,321 | $5,797+43.5% | $4,933+68.7% | $6,730+23.6% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |