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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 | $201,259+56.3% | $184,200+70.8% | $145,959+115.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.46% | 28.98%-18.5pp | 28.80%-18.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $5,638 | $7,018-19.7% | $6,424-12.2% | $4,661+21.0% |
| Participant deferral / active EE | $14,239 | $9,806+45.2% | $9,132+55.9% | $6,689+112.9% |
| Admin fee / account holder | $74 | $16,372-99.5% | $13,907-99.5% | $13,398-99.4% |