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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 | $348,958 | $135,905+156.8% | $126,068+176.8% | $198,609+75.7% |
| Participation rate | 83.3% | 85.6%-2.3pp | 84.7%-1.4pp | 82.4%+1.0pp |
| Annual return | 18.50% | 14.07%+4.4pp | 15.01%+3.5pp | 202.70%-184.2pp |
| Employer contribution / active EE | $14,770 | $4,245+247.9% | $3,968+272.2% | $5,055+192.2% |
| Participant deferral / active EE | $8,690 | $8,523+2.0% | $8,214+5.8% | $6,977+24.6% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |