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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 | $212,386+103.3% | $199,883+116.0% | $138,895+210.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 13.71% | 47.75%-34.0pp | 43.81%-30.1pp | 145.39%-131.7pp |
| Employer contribution / active EE | $24,677 | $6,625+272.5% | $6,261+294.1% | $4,194+488.4% |
| Participant deferral / active EE | $14,369 | $9,617+49.4% | $9,138+57.2% | $6,396+124.7% |
| Admin fee / account holder | $9 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |