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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 | $274,584 | $275,752-0.4% | $256,809+6.9% | $198,609+38.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 21.32% | 34.81%-13.5pp | 32.73%-11.4pp | 202.70%-181.4pp |
| Employer contribution / active EE | $35,859 | $7,721+364.4% | $7,263+393.7% | $5,055+609.3% |
| Participant deferral / active EE | $17,925 | $10,037+78.6% | $9,520+88.3% | $6,977+156.9% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |