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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 | $370,241 | $201,344+83.9% | $184,243+101.0% | $145,877+153.8% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 14.33% | 29.01%-14.7pp | 28.82%-14.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $17,436 | $7,022+148.3% | $6,427+171.3% | $4,663+273.9% |
| Participant deferral / active EE | $14,133 | $9,807+44.1% | $9,132+54.8% | $6,691+111.2% |
| Admin fee / account holder | $81 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |