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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 | $257,358 | $185,312+38.9% | $161,489+59.4% | $154,746+66.3% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 18.28% | 103.84%-85.6pp | 89.72%-71.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $12,927 | $4,769+171.1% | $4,268+202.9% | $4,379+195.2% |
| Participant deferral / active EE | $6,380 | $6,350+0.5% | $5,630+13.3% | $6,730-5.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |