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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 | $327,814 | $201,372+62.8% | $184,260+77.9% | $145,884+124.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.25% | 29.04%-16.8pp | 28.84%-16.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $7,943 | $7,024+13.1% | $6,427+23.6% | $4,662+70.4% |
| Participant deferral / active EE | $5,117 | $9,808-47.8% | $9,133-44.0% | $6,690-23.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |