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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 | $323,185 | $201,344+60.5% | $184,243+75.4% | $145,877+121.5% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 20.47% | 29.01%-8.5pp | 28.82%-8.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $2,947 | $7,022-58.0% | $6,427-54.1% | $4,663-36.8% |
| Participant deferral / active EE | $10,792 | $9,807+10.0% | $9,132+18.2% | $6,691+61.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |