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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 | $330,069 | $201,370+63.9% | $184,256+79.1% | $145,897+126.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.28% | 29.05%-18.8pp | 28.85%-18.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $35,089 | $7,024+399.6% | $6,427+446.0% | $4,663+652.6% |
| Participant deferral / active EE | $18,203 | $9,808+85.6% | $9,133+99.3% | $6,689+172.1% |
| Admin fee / account holder | $69 | $16,364-99.6% | $13,899-99.5% | $13,390-99.5% |