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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 | $258,157 | $223,823+15.3% | $211,142+22.3% | $154,746+66.8% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 17.64% | 50.39%-32.8pp | 46.84%-29.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $4,751 | $6,787-30.0% | $6,442-26.2% | $4,379+8.5% |
| Participant deferral / active EE | $17,546 | $9,750+79.9% | $9,284+89.0% | $6,730+160.7% |
| Admin fee / account holder | $14 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |