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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 | $258,167 | $162,136+59.2% | $152,301+69.5% | $154,746+66.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.57% | 91.02%-77.5pp | 80.50%-66.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $36,478 | $4,890+645.9% | $4,624+688.8% | $4,379+733.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $154 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |