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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 | $201,344+56.2% | $184,243+70.7% | $145,877+115.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.46% | 29.01%-18.5pp | 28.82%-18.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $5,638 | $7,022-19.7% | $6,427-12.3% | $4,663+20.9% |
| Participant deferral / active EE | $14,239 | $9,807+45.2% | $9,132+55.9% | $6,691+112.8% |
| Admin fee / account holder | $74 | $16,382-99.5% | $13,914-99.5% | $13,402-99.4% |