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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 | $154,228+94.0% | $145,433+105.7% | $137,256+118.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.83% | 74.59%-51.8pp | 66.58%-43.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $15,250 | $4,804+217.4% | $4,554+234.8% | $4,156+266.9% |
| Participant deferral / active EE | $19,807 | $8,216+141.1% | $7,897+150.8% | $6,407+209.2% |
| Admin fee / account holder | $1 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |