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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 | $162,136+58.5% | $152,301+68.7% | $154,746+66.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 12.98% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.4pp |
| Employer contribution / active EE | $9,098 | $4,890+86.0% | $4,624+96.7% | $4,379+107.8% |
| Participant deferral / active EE | $12,374 | $8,341+48.4% | $8,004+54.6% | $6,730+83.9% |
| Admin fee / account holder | $15 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |