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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 | $294,186 | $155,555+89.1% | $146,866+100.3% | $155,188+89.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.43% | 115.41%-99.0pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $5,401 | $4,647+16.2% | $4,425+22.1% | $4,248+27.1% |
| Participant deferral / active EE | $14,850 | $8,044+84.6% | $7,759+91.4% | $6,531+127.4% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |