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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 | $285,616 | $162,136+76.2% | $152,301+87.5% | $154,746+84.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.43% | 91.02%-70.6pp | 80.50%-60.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $5,508 | $4,890+12.6% | $4,624+19.1% | $4,379+25.8% |
| Participant deferral / active EE | $18,109 | $8,341+117.1% | $8,004+126.3% | $6,730+169.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |