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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 | $296,381 | $201,344+47.2% | $184,243+60.9% | $145,877+103.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.58% | 29.01%+6.6pp | 28.82%+6.8pp | 551.28%-515.7pp |
| Employer contribution / active EE | $26,153 | $7,022+272.4% | $6,427+306.9% | $4,663+460.9% |
| Participant deferral / active EE | $20,853 | $9,807+112.6% | $9,132+128.3% | $6,691+211.7% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |