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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 | $288,366 | $162,136+77.9% | $152,301+89.3% | $154,746+86.3% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 15.30% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $9,026 | $4,890+84.6% | $4,624+95.2% | $4,379+106.1% |
| Participant deferral / active EE | $12,100 | $8,341+45.1% | $8,004+51.2% | $6,730+79.8% |
| Admin fee / account holder | $190 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |