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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 | $302,106 | $254,759+18.6% | $216,567+39.5% | $198,609+52.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.40% | 10.04%+2.4pp | 12.94%-0.5pp | 202.70%-190.3pp |
| Employer contribution / active EE | $18,944 | $6,096+210.7% | $5,216+263.2% | $5,055+274.7% |
| Participant deferral / active EE | $20,692 | $6,948+197.8% | $6,191+234.3% | $6,977+196.6% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |