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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 | $263,973 | $162,136+62.8% | $152,301+73.3% | $154,746+70.6% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 17.54% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,957 | $4,890-39.5% | $4,624-36.1% | $4,379-32.5% |
| Participant deferral / active EE | $8,323 | $8,341-0.2% | $8,004+4.0% | $6,730+23.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |