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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 | $272,923 | $211,105+29.3% | $178,449+52.9% | $145,978+87.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.15% | 30.19%-13.0pp | 27.09%-9.9pp | 550.52%-533.4pp |
| Employer contribution / active EE | $7,164 | $4,569+56.8% | $3,951+81.3% | $4,662+53.7% |
| Participant deferral / active EE | $15,400 | $6,959+121.3% | $6,277+145.4% | $6,690+130.2% |
| Admin fee / account holder | $20 | $12,017-99.8% | $10,362-99.8% | $13,400-99.9% |