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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 | $331,104 | $201,344+64.4% | $184,243+79.7% | $145,877+127.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.26% | 29.01%-18.7pp | 28.82%-18.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $14,085 | $7,022+100.6% | $6,427+119.2% | $4,663+202.1% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |