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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 | $201,259+45.1% | $184,200+58.5% | $145,959+100.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.43% | 28.98%-18.6pp | 28.80%-18.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $13,491 | $7,018+92.2% | $6,424+110.0% | $4,661+189.4% |
| Participant deferral / active EE | $7,625 | $9,806-22.2% | $9,132-16.5% | $6,689+14.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |