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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 | $390,957 | $201,344+94.2% | $184,243+112.2% | $145,877+168.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.89% | 29.01%+2.9pp | 28.82%+3.1pp | 551.28%-519.4pp |
| Employer contribution / active EE | $29,077 | $7,022+314.1% | $6,427+352.4% | $4,663+523.6% |
| Participant deferral / active EE | $12,150 | $9,807+23.9% | $9,132+33.0% | $6,691+81.6% |
| Admin fee / account holder | $272 | $16,382-98.3% | $13,914-98.0% | $13,402-98.0% |