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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 | $338,271 | $182,442+85.4% | $163,379+107.0% | $138,895+143.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.38% | 72.74%-60.4pp | 63.41%-51.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $16,750 | $4,159+302.7% | $3,752+346.4% | $4,194+299.4% |
| Participant deferral / active EE | $15,500 | $6,817+127.4% | $6,282+146.8% | $6,396+142.3% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |