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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 | $343,814 | $154,228+122.9% | $145,433+136.4% | $137,256+150.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.27% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $6,977 | $4,804+45.2% | $4,554+53.2% | $4,156+67.9% |
| Participant deferral / active EE | $14,469 | $8,216+76.1% | $7,897+83.2% | $6,407+125.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |