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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 | $305,791 | $275,752+10.9% | $256,809+19.1% | $198,609+54.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 22.10% | 34.81%-12.7pp | 32.73%-10.6pp | 202.70%-180.6pp |
| Employer contribution / active EE | $16,031 | $7,721+107.6% | $7,263+120.7% | $5,055+217.1% |
| Participant deferral / active EE | $11,441 | $10,037+14.0% | $9,520+20.2% | $6,977+64.0% |
| Admin fee / account holder | $243 | $25,716-99.1% | $25,146-99.0% | $19,030-98.7% |