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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 | $250,710 | $201,259+24.6% | $184,200+36.1% | $145,959+71.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.32% | 28.98%-12.7pp | 28.80%-12.5pp | 561.95%-545.6pp |
| Employer contribution / active EE | $46,000 | $7,018+555.5% | $6,424+616.1% | $4,661+887.0% |
| Participant deferral / active EE | $21,713 | $9,806+121.4% | $9,132+137.8% | $6,689+224.6% |
| Admin fee / account holder | $290 | $16,372-98.2% | $13,907-97.9% | $13,398-97.8% |