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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 | $294,145 | $201,370+46.1% | $184,256+59.6% | $145,897+101.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 39.57% | 29.05%+10.5pp | 28.85%+10.7pp | 552.29%-512.7pp |
| Employer contribution / active EE | $7,013 | $7,024-0.2% | $6,427+9.1% | $4,663+50.4% |
| Participant deferral / active EE | $9,399 | $9,808-4.2% | $9,133+2.9% | $6,689+40.5% |
| Admin fee / account holder | $82 | $16,364-99.5% | $13,899-99.4% | $13,390-99.4% |