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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 | $265,785 | $201,259+32.1% | $184,200+44.3% | $145,959+82.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.34% | 28.98%-15.6pp | 28.80%-15.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $17,891 | $7,018+154.9% | $6,424+178.5% | $4,661+283.9% |
| Participant deferral / active EE | $11,063 | $9,806+12.8% | $9,132+21.1% | $6,689+65.4% |
| Admin fee / account holder | $148 | $16,372-99.1% | $13,907-98.9% | $13,398-98.9% |