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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 | $312,761 | $201,372+55.3% | $184,260+69.7% | $145,884+114.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.40% | 29.04%-8.6pp | 28.84%-8.4pp | 551.85%-531.4pp |
| Employer contribution / active EE | $15,467 | $7,024+120.2% | $6,427+140.6% | $4,662+231.7% |
| Participant deferral / active EE | $21,533 | $9,808+119.6% | $9,133+135.8% | $6,690+221.9% |
| Admin fee / account holder | $1 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |