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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 | $263,187 | $154,228+70.6% | $145,433+81.0% | $137,256+91.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.45% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $13,378 | $4,804+178.5% | $4,554+193.7% | $4,156+221.9% |
| Participant deferral / active EE | $9,933 | $8,216+20.9% | $7,897+25.8% | $6,407+55.0% |
| Admin fee / account holder | $172 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |