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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 | $255,564 | $148,629+71.9% | $135,982+87.9% | $139,487+83.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.08% | 79.33%-63.3pp | 68.32%-52.2pp | 373.84%-357.8pp |
| Employer contribution / active EE | $16,833 | $5,247+220.8% | $4,859+246.4% | $4,755+254.0% |
| Participant deferral / active EE | $16,475 | $8,102+103.3% | $7,760+112.3% | $6,713+145.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |