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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 | $291,153 | $154,228+88.8% | $145,433+100.2% | $137,256+112.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.37% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,911 | $4,804-39.4% | $4,554-36.1% | $4,156-30.0% |
| Participant deferral / active EE | $14,461 | $8,216+76.0% | $7,897+83.1% | $6,407+125.7% |
| Admin fee / account holder | $106 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |