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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 | $281,005 | $181,062+55.2% | $158,223+77.6% | $155,188+81.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.62% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $4,625 | $4,565+1.3% | $4,109+12.6% | $4,248+8.9% |
| Participant deferral / active EE | $15,500 | $6,134+152.7% | $5,467+183.5% | $6,531+137.3% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |