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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 | $353,482 | $228,352+54.8% | $185,835+90.2% | $158,966+122.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.86% | 40.81%-32.0pp | 35.96%-27.1pp | 302.95%-294.1pp |
| Employer contribution / active EE | $13,656 | $4,967+175.0% | $4,087+234.1% | $4,762+186.7% |
| Participant deferral / active EE | $17,333 | $6,416+170.2% | $5,633+207.7% | $5,983+189.7% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |