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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 | $258,512 | $209,336+23.5% | $197,124+31.1% | $137,256+88.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.67% | 48.09%-32.4pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,264 | $6,591-65.6% | $6,227-63.6% | $4,156-45.5% |
| Participant deferral / active EE | $12,593 | $9,614+31.0% | $9,135+37.9% | $6,407+96.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |