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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 | $251,934 | $201,370+25.1% | $184,256+36.7% | $145,897+72.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.53% | 29.05%-15.5pp | 28.85%-15.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $14,746 | $7,024+110.0% | $6,427+129.4% | $4,663+216.3% |
| Participant deferral / active EE | $16,487 | $9,808+68.1% | $9,133+80.5% | $6,689+146.5% |
| Admin fee / account holder | $179 | $16,364-98.9% | $13,899-98.7% | $13,390-98.7% |