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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 | $281,683 | $209,336+34.6% | $197,124+42.9% | $137,256+105.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 32.33% | 48.09%-15.8pp | 44.34%-12.0pp | 220.34%-188.0pp |
| Employer contribution / active EE | $16,667 | $6,591+152.9% | $6,227+167.6% | $4,156+301.0% |
| Participant deferral / active EE | $19,033 | $9,614+98.0% | $9,135+108.4% | $6,407+197.1% |
| Admin fee / account holder | $63 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |