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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 | $304,142 | $172,111+76.7% | $150,298+102.4% | $137,256+121.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.93% | 69.37%-50.4pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $35,214 | $4,636+659.5% | $4,154+747.7% | $4,156+747.3% |
| Participant deferral / active EE | $16,750 | $6,166+171.7% | $5,453+207.2% | $6,407+161.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |