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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 | $201,344+25.1% | $184,243+36.7% | $145,877+72.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.53% | 29.01%-15.5pp | 28.82%-15.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $14,746 | $7,022+110.0% | $6,427+129.4% | $4,663+216.2% |
| Participant deferral / active EE | $16,487 | $9,807+68.1% | $9,132+80.5% | $6,691+146.4% |
| Admin fee / account holder | $179 | $16,382-98.9% | $13,914-98.7% | $13,402-98.7% |