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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 | $300,729 | $275,752+9.1% | $256,809+17.1% | $198,609+51.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.56% | 34.81%-21.3pp | 32.73%-19.2pp | 202.70%-189.1pp |
| Employer contribution / active EE | $18,208 | $7,721+135.8% | $7,263+150.7% | $5,055+260.2% |
| Participant deferral / active EE | $10,967 | $10,037+9.3% | $9,520+15.2% | $6,977+57.2% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |