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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 | $292,193 | $172,111+69.8% | $150,298+94.4% | $137,256+112.9% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 19.41% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $6,302 | $4,636+35.9% | $4,154+51.7% | $4,156+51.6% |
| Participant deferral / active EE | $13,716 | $6,166+122.5% | $5,453+151.5% | $6,407+114.1% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |