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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 | $311,823 | $201,259+54.9% | $184,200+69.3% | $145,959+113.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.27% | 28.98%-14.7pp | 28.80%-14.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $27,577 | $7,018+292.9% | $6,424+329.3% | $4,661+491.7% |
| Participant deferral / active EE | $21,850 | $9,806+122.8% | $9,132+139.3% | $6,689+226.7% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |