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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 | $293,721 | $156,398+87.8% | $147,318+99.4% | $138,895+111.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.01% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $32,143 | $4,853+562.3% | $4,593+599.8% | $4,194+666.4% |
| Participant deferral / active EE | $19,220 | $8,237+133.3% | $7,906+143.1% | $6,396+200.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |