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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 | $431,706 | $209,336+106.2% | $197,124+119.0% | $137,256+214.5% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 13.71% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $24,677 | $6,591+274.4% | $6,227+296.3% | $4,156+493.8% |
| Participant deferral / active EE | $14,369 | $9,614+49.5% | $9,135+57.3% | $6,407+124.3% |
| Admin fee / account holder | $9 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |