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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 | $334,576 | $228,352+46.5% | $185,827+80.0% | $158,950+110.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.45% | 40.81%-16.4pp | 35.96%-11.5pp | 302.91%-278.5pp |
| Employer contribution / active EE | $13,408 | $4,967+170.0% | $4,087+228.0% | $4,762+181.6% |
| Participant deferral / active EE | $13,627 | $6,416+112.4% | $5,633+141.9% | $5,983+127.8% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |