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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 | $279,594 | $154,228+81.3% | $145,433+92.2% | $137,256+103.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.71% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $20,631 | $4,804+329.5% | $4,554+353.0% | $4,156+396.4% |
| Participant deferral / active EE | $15,910 | $8,216+93.6% | $7,897+101.5% | $6,407+148.3% |
| Admin fee / account holder | $29 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |