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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 | $371,496 | $177,156+109.7% | $147,027+152.7% | $154,746+140.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.66% | 21.94%-2.3pp | 20.23%-0.6pp | 172.34%-152.7pp |
| Employer contribution / active EE | $24,500 | $4,336+465.0% | $3,626+575.7% | $4,379+459.5% |
| Participant deferral / active EE | $27,250 | $5,797+370.1% | $4,933+452.4% | $6,730+304.9% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |