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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 | $471,730 | $447,575+5.4% | $442,758+6.5% | $587,889-19.8% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 25.08% | 60.52%-35.4pp | 57.90%-32.8pp | 19.70%+5.4pp |
| Employer contribution / active EE | $37,500 | $19,373+93.6% | $20,141+86.2% | $21,263+76.4% |
| Participant deferral / active EE | $26,000 | $16,986+53.1% | $16,285+59.7% | $8,361+211.0% |
| Admin fee / account holder | $0 | $9,225-100.0% | $9,773-100.0% | $49,457-100.0% |