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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 | $251,103 | $135,905+84.8% | $126,068+99.2% | $198,609+26.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 21.42% | 14.07%+7.4pp | 15.01%+6.4pp | 202.70%-181.3pp |
| Employer contribution / active EE | $35,044 | $4,245+725.5% | $3,968+783.2% | $5,055+593.2% |
| Participant deferral / active EE | $14,854 | $8,523+74.3% | $8,214+80.8% | $6,977+112.9% |
| Admin fee / account holder | $264 | $21,036-98.7% | $18,264-98.6% | $19,030-98.6% |