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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 | $251,234 | $201,372+24.8% | $184,260+36.3% | $145,884+72.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.85% | 29.04%-18.2pp | 28.84%-18.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $18,424 | $7,024+162.3% | $6,427+186.6% | $4,662+295.2% |
| Participant deferral / active EE | $10,252 | $9,808+4.5% | $9,133+12.3% | $6,690+53.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |