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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 | $273,059 | $154,228+77.0% | $145,433+87.8% | $137,256+98.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.11% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $5,303 | $4,804+10.4% | $4,554+16.4% | $4,156+27.6% |
| Participant deferral / active EE | $19,425 | $8,216+136.4% | $7,897+146.0% | $6,407+203.2% |
| Admin fee / account holder | $287 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |