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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 | $319,316 | $254,759+25.3% | $216,567+47.4% | $198,609+60.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 20.95% | 10.04%+10.9pp | 12.94%+8.0pp | 202.70%-181.8pp |
| Employer contribution / active EE | $10,519 | $6,096+72.5% | $5,216+101.7% | $5,055+108.1% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |