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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 | $299,183 | $162,136+84.5% | $152,301+96.4% | $154,746+93.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.83% | 91.02%-68.2pp | 80.50%-57.7pp | 172.34%-149.5pp |
| Employer contribution / active EE | $15,250 | $4,890+211.8% | $4,624+229.8% | $4,379+248.2% |
| Participant deferral / active EE | $19,807 | $8,341+137.5% | $8,004+147.5% | $6,730+194.3% |
| Admin fee / account holder | $1 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |