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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 | $201,259+45.7% | $184,200+59.2% | $145,959+100.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.56% | 28.98%+8.6pp | 28.80%+8.8pp | 561.95%-524.4pp |
| Employer contribution / active EE | $23,203 | $7,018+230.6% | $6,424+261.2% | $4,661+397.8% |
| Participant deferral / active EE | $20,940 | $9,806+113.5% | $9,132+129.3% | $6,689+213.1% |
| Admin fee / account holder | $3 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |