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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 | $250,719 | $172,111+45.7% | $150,298+66.8% | $137,256+82.7% |
| Participation rate | 87.0% | 81.7%+5.2pp | 77.8%+9.2pp | 80.0%+7.0pp |
| Annual return | 16.90% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,880 | $4,636+5.3% | $4,154+17.5% | $4,156+17.4% |
| Participant deferral / active EE | $9,639 | $6,166+56.3% | $5,453+76.8% | $6,407+50.4% |
| Admin fee / account holder | $7 | $16,471-100.0% | $14,116-99.9% | $12,270-99.9% |