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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 | $314,529 | $201,370+56.2% | $184,256+70.7% | $145,897+115.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.46% | 29.05%-18.6pp | 28.85%-18.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $5,638 | $7,024-19.7% | $6,427-12.3% | $4,663+20.9% |
| Participant deferral / active EE | $14,239 | $9,808+45.2% | $9,133+55.9% | $6,689+112.9% |
| Admin fee / account holder | $74 | $16,364-99.5% | $13,899-99.5% | $13,390-99.4% |