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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 | $307,790 | $156,398+96.8% | $147,318+108.9% | $138,895+121.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.56% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $6,937 | $4,853+42.9% | $4,593+51.0% | $4,194+65.4% |
| Participant deferral / active EE | $22,861 | $8,237+177.5% | $7,906+189.2% | $6,396+257.4% |
| Admin fee / account holder | $215 | $14,976-98.6% | $13,708-98.4% | $12,562-98.3% |