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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 | $283,242 | $153,769+84.2% | $133,975+111.4% | $273,972+3.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 41.23% | 36.51%+4.7pp | 29.29%+11.9pp | 41.46%-0.2pp |
| Employer contribution / active EE | $6,520 | $6,029+8.2% | $5,211+25.1% | $4,869+33.9% |
| Participant deferral / active EE | $8,941 | $6,958+28.5% | $6,282+42.3% | $5,287+69.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |