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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 | $393,563 | $123,793+217.9% | $177,848+121.3% | $79,856+392.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.24% | 22.82%-2.6pp | 48.33%-28.1pp | 31.71%-11.5pp |
| Employer contribution / active EE | $8,905 | $4,095+117.4% | $5,919+50.4% | $2,471+260.3% |
| Participant deferral / active EE | $29,499 | $5,956+395.3% | $7,714+282.4% | $3,741+688.6% |
| Admin fee / account holder | $238 | $7,243-96.7% | $12,431-98.1% | $5,306-95.5% |