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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 | $201,344+45.7% | $184,243+59.2% | $145,877+101.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.56% | 29.01%+8.6pp | 28.82%+8.7pp | 551.28%-513.7pp |
| Employer contribution / active EE | $23,203 | $7,022+230.4% | $6,427+261.0% | $4,663+397.6% |
| Participant deferral / active EE | $20,940 | $9,807+113.5% | $9,132+129.3% | $6,691+213.0% |
| Admin fee / account holder | $3 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |