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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 | $266,919 | $201,264+32.6% | $184,185+44.9% | $145,978+82.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.50% | 29.00%-11.5pp | 28.81%-11.3pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,802 | $7,021-60.1% | $6,426-56.4% | $4,662-39.9% |
| Participant deferral / active EE | $17,560 | $9,806+79.1% | $9,132+92.3% | $6,690+162.5% |
| Admin fee / account holder | $29 | $16,376-99.8% | $13,909-99.8% | $13,400-99.8% |