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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 | $254,765 | $212,386+20.0% | $199,883+27.5% | $138,895+83.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 23.89% | 47.75%-23.9pp | 43.81%-19.9pp | 145.39%-121.5pp |
| Employer contribution / active EE | $13,385 | $6,625+102.0% | $6,261+113.8% | $4,194+219.1% |
| Participant deferral / active EE | $21,360 | $9,617+122.1% | $9,138+133.7% | $6,396+233.9% |
| Admin fee / account holder | $14 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |