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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 | $201,372+63.9% | $184,260+79.1% | $145,884+126.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.28% | 29.04%-18.8pp | 28.84%-18.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $35,089 | $7,024+399.6% | $6,427+445.9% | $4,662+652.6% |
| Participant deferral / active EE | $18,203 | $9,808+85.6% | $9,133+99.3% | $6,690+172.1% |
| Admin fee / account holder | $69 | $16,362-99.6% | $13,898-99.5% | $13,392-99.5% |