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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 | $264,949 | $201,370+31.6% | $184,256+43.8% | $145,897+81.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.56% | 29.05%-14.5pp | 28.85%-14.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $6,831 | $7,024-2.7% | $6,427+6.3% | $4,663+46.5% |
| Participant deferral / active EE | $16,822 | $9,808+71.5% | $9,133+84.2% | $6,689+151.5% |
| Admin fee / account holder | $164 | $16,364-99.0% | $13,899-98.8% | $13,390-98.8% |