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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 | $339,339 | $177,156+91.5% | $147,027+130.8% | $154,746+119.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.94% | 21.94%-2.0pp | 20.23%-0.3pp | 172.34%-152.4pp |
| Employer contribution / active EE | $26,865 | $4,336+519.5% | $3,626+640.9% | $4,379+513.5% |
| Participant deferral / active EE | $18,325 | $5,797+216.1% | $4,933+271.5% | $6,730+172.3% |
| Admin fee / account holder | $114 | $14,904-99.2% | $12,223-99.1% | $14,365-99.2% |