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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 | $256,980 | $154,228+66.6% | $145,433+76.7% | $137,256+87.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 12.98% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $9,098 | $4,804+89.4% | $4,554+99.8% | $4,156+118.9% |
| Participant deferral / active EE | $12,374 | $8,216+50.6% | $7,897+56.7% | $6,407+93.1% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |