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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 | $254,831 | $201,344+26.6% | $184,243+38.3% | $145,877+74.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.51% | 29.01%-14.5pp | 28.82%-14.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $9,117 | $7,022+29.8% | $6,427+41.9% | $4,663+95.5% |
| Participant deferral / active EE | $12,702 | $9,807+29.5% | $9,132+39.1% | $6,691+89.8% |
| Admin fee / account holder | $137 | $16,382-99.2% | $13,914-99.0% | $13,402-99.0% |