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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 | $251,887 | $183,592+37.2% | $155,574+61.9% | $145,877+72.7% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 14.03% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $8,804 | $5,317+65.6% | $4,676+88.3% | $4,663+88.8% |
| Participant deferral / active EE | $8,429 | $6,466+30.4% | $5,629+49.7% | $6,691+26.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |