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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 | $266,989 | $201,370+32.6% | $184,256+44.9% | $145,897+83.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.00% | 29.05%-14.0pp | 28.85%-13.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $4,962 | $7,024-29.3% | $6,427-22.8% | $4,663+6.4% |
| Participant deferral / active EE | $10,606 | $9,808+8.1% | $9,133+16.1% | $6,689+58.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |