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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 | $297,822 | $153,769+93.7% | $133,975+122.3% | $273,972+8.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 22.28% | 36.51%-14.2pp | 29.29%-7.0pp | 41.46%-19.2pp |
| Employer contribution / active EE | $11,447 | $6,029+89.9% | $5,211+119.7% | $4,869+135.1% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |