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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 | $256,432 | $154,228+66.3% | $145,433+76.3% | $137,256+86.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.12% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $10,313 | $4,804+114.7% | $4,554+126.4% | $4,156+148.1% |
| Participant deferral / active EE | $10,850 | $8,216+32.0% | $7,897+37.4% | $6,407+69.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |