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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 | $288,936 | $201,372+43.5% | $184,260+56.8% | $145,884+98.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.92% | 29.04%-15.1pp | 28.84%-14.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $27,435 | $7,024+290.6% | $6,427+326.8% | $4,662+488.4% |
| Participant deferral / active EE | $9,267 | $9,808-5.5% | $9,133+1.5% | $6,690+38.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |