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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 | $301,275 | $199,109+51.3% | $173,730+73.4% | $154,746+94.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.72% | 20.02%-1.3pp | 19.96%-1.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $16,876 | $5,311+217.7% | $4,577+268.7% | $4,379+285.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |