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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 | $199,109+51.7% | $173,730+73.9% | $154,746+95.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.40% | 20.02%-7.6pp | 19.96%-7.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $18,944 | $5,311+256.7% | $4,577+313.9% | $4,379+332.6% |
| Participant deferral / active EE | $20,692 | $7,113+190.9% | $6,326+227.1% | $6,730+207.4% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |