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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 | $302,393 | $183,627+64.7% | $155,602+94.3% | $145,978+107.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.25% | 61.32%-52.1pp | 64.81%-55.6pp | 550.52%-541.3pp |
| Employer contribution / active EE | $11,689 | $5,316+119.9% | $4,675+150.0% | $4,662+150.7% |
| Participant deferral / active EE | $6,942 | $6,466+7.4% | $5,629+23.3% | $6,690+3.8% |
| Admin fee / account holder | $55 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |