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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 | $277,355 | $162,136+71.1% | $152,301+82.1% | $154,746+79.2% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 20.39% | 91.02%-70.6pp | 80.50%-60.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $8,795 | $4,890+79.8% | $4,624+90.2% | $4,379+100.8% |
| Participant deferral / active EE | $8,961 | $8,341+7.4% | $8,004+12.0% | $6,730+33.1% |
| Admin fee / account holder | $252 | $15,759-98.4% | $14,398-98.3% | $14,365-98.2% |