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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 | $380,387 | $123,793+207.3% | $177,848+113.9% | $79,856+376.3% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 39.80% | 22.82%+17.0pp | 48.33%-8.5pp | 31.71%+8.1pp |
| Employer contribution / active EE | $19,035 | $4,095+364.8% | $5,919+221.6% | $2,471+670.3% |
| Participant deferral / active EE | $12,926 | $5,956+117.0% | $7,714+67.6% | $3,741+245.6% |
| Admin fee / account holder | $107 | $7,243-98.5% | $12,431-99.1% | $5,306-98.0% |