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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 | $263,240 | $174,379+51.0% | $152,093+73.1% | $138,895+89.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.90% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $21,124 | $4,652+354.1% | $4,175+406.0% | $4,194+403.6% |
| Participant deferral / active EE | $25,111 | $6,159+307.7% | $5,451+360.6% | $6,396+292.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |