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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 | $266,034 | $162,136+64.1% | $152,301+74.7% | $154,746+71.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.83% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $6,480 | $4,890+32.5% | $4,624+40.1% | $4,379+48.0% |
| Participant deferral / active EE | $3,000 | $8,341-64.0% | $8,004-62.5% | $6,730-55.4% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |