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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 | $291,989 | $201,344+45.0% | $184,243+58.5% | $145,877+100.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.43% | 29.01%-18.6pp | 28.82%-18.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $13,491 | $7,022+92.1% | $6,427+109.9% | $4,663+189.3% |
| Participant deferral / active EE | $7,625 | $9,807-22.2% | $9,132-16.5% | $6,691+14.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |