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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 | $287,503 | $154,228+86.4% | $145,433+97.7% | $137,256+109.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.30% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $15,311 | $4,804+218.7% | $4,554+236.2% | $4,156+268.4% |
| Participant deferral / active EE | $12,999 | $8,216+58.2% | $7,897+64.6% | $6,407+102.9% |
| Admin fee / account holder | $161 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |