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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 | $307,120 | $201,344+52.5% | $184,243+66.7% | $145,877+110.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.55% | 29.01%+6.5pp | 28.82%+6.7pp | 551.28%-515.7pp |
| Employer contribution / active EE | $13,313 | $7,022+89.6% | $6,427+107.1% | $4,663+185.5% |
| Participant deferral / active EE | $16,968 | $9,807+73.0% | $9,132+85.8% | $6,691+153.6% |
| Admin fee / account holder | $61 | $16,382-99.6% | $13,914-99.6% | $13,402-99.5% |