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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 | $291,242 | $197,637+47.4% | $177,848+63.8% | $158,982+83.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 16.04% | 58.77%-42.7pp | 48.33%-32.3pp | 302.99%-286.9pp |
| Employer contribution / active EE | $15,733 | $6,698+134.9% | $5,919+165.8% | $4,763+230.3% |
| Participant deferral / active EE | $11,482 | $8,405+36.6% | $7,714+48.9% | $5,983+91.9% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |