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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 | $279,790 | $153,769+82.0% | $133,975+108.8% | $273,972+2.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.89% | 36.51%-22.6pp | 29.29%-15.4pp | 41.46%-27.6pp |
| Employer contribution / active EE | $21,922 | $6,029+263.6% | $5,211+320.7% | $4,869+350.3% |
| Participant deferral / active EE | $12,958 | $6,958+86.2% | $6,282+106.3% | $5,287+145.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |