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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 | $252,390 | $184,014+37.2% | $161,149+56.6% | $138,895+81.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.11% | 21.52%-5.4pp | 21.16%-5.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $15,348 | $5,055+203.6% | $4,360+252.0% | $4,194+265.9% |
| Participant deferral / active EE | $22,285 | $6,909+222.5% | $6,153+262.2% | $6,396+248.4% |
| Admin fee / account holder | $164 | $18,027-99.1% | $15,194-98.9% | $12,562-98.7% |