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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 | $201,370+32.0% | $184,256+44.2% | $145,897+82.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.34% | 29.05%-15.7pp | 28.85%-15.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $17,891 | $7,024+154.7% | $6,427+178.4% | $4,663+283.7% |
| Participant deferral / active EE | $11,063 | $9,808+12.8% | $9,133+21.1% | $6,689+65.4% |
| Admin fee / account holder | $148 | $16,364-99.1% | $13,899-98.9% | $13,390-98.9% |