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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 | $269,645 | $135,956+98.3% | $123,894+117.6% | $273,972-1.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.78% | 56.63%-45.9pp | 47.52%-36.7pp | 41.46%-30.7pp |
| Employer contribution / active EE | $13,434 | $5,170+159.9% | $4,617+191.0% | $4,869+175.9% |
| Participant deferral / active EE | $5,308 | $6,343-16.3% | $5,984-11.3% | $5,287+0.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |