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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 | $304,622 | $196,972+54.7% | $182,262+67.1% | $198,609+53.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.48% | 158.27%-147.8pp | 140.60%-130.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $23,430 | $5,364+336.8% | $5,046+364.4% | $5,055+363.5% |
| Participant deferral / active EE | $26,083 | $8,643+201.8% | $8,276+215.2% | $6,977+273.9% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |