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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 | $279,275 | $209,336+33.4% | $197,124+41.7% | $137,256+103.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.76% | 48.09%-30.3pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $21,625 | $6,591+228.1% | $6,227+247.3% | $4,156+420.3% |
| Participant deferral / active EE | $11,469 | $9,614+19.3% | $9,135+25.6% | $6,407+79.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |