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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 | $278,634 | $154,228+80.7% | $145,433+91.6% | $137,256+103.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.03% | 74.59%-57.6pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $18,884 | $4,804+293.1% | $4,554+314.6% | $4,156+354.4% |
| Participant deferral / active EE | $16,502 | $8,216+100.8% | $7,897+108.9% | $6,407+157.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |