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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 | $281,734 | $156,398+80.1% | $147,318+91.2% | $138,895+102.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.99% | 78.75%-63.8pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3,423 | $4,853-29.5% | $4,593-25.5% | $4,194-18.4% |
| Participant deferral / active EE | $16,754 | $8,237+103.4% | $7,906+111.9% | $6,396+161.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |