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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 | $260,309 | $155,555+67.3% | $146,866+77.2% | $155,188+67.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 39.93% | 115.41%-75.5pp | 102.85%-62.9pp | 148.84%-108.9pp |
| Employer contribution / active EE | $1,992 | $4,647-57.1% | $4,425-55.0% | $4,248-53.1% |
| Participant deferral / active EE | $15,285 | $8,044+90.0% | $7,759+97.0% | $6,531+134.0% |
| Admin fee / account holder | $71 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |