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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 | $293,300 | $201,370+45.7% | $184,256+59.2% | $145,897+101.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.56% | 29.05%+8.5pp | 28.85%+8.7pp | 552.29%-514.7pp |
| Employer contribution / active EE | $23,203 | $7,024+230.4% | $6,427+261.0% | $4,663+397.6% |
| Participant deferral / active EE | $20,940 | $9,808+113.5% | $9,133+129.3% | $6,689+213.0% |
| Admin fee / account holder | $3 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |