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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 | $256,909 | $201,344+27.6% | $184,243+39.4% | $145,877+76.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.17% | 29.01%-12.8pp | 28.82%-12.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $15,417 | $7,022+119.5% | $6,427+139.9% | $4,663+230.6% |
| Participant deferral / active EE | $5,333 | $9,807-45.6% | $9,132-41.6% | $6,691-20.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |