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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 | $309,258 | $201,372+53.6% | $184,260+67.8% | $145,884+112.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.45% | 29.04%-15.6pp | 28.84%-15.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $20,673 | $7,024+194.3% | $6,427+221.6% | $4,662+343.4% |
| Participant deferral / active EE | $27,616 | $9,808+181.6% | $9,133+202.4% | $6,690+312.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |