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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 | $259,369 | $209,336+23.9% | $197,124+31.6% | $137,256+89.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.93% | 48.09%-36.2pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $9,657 | $6,591+46.5% | $6,227+55.1% | $4,156+132.4% |
| Participant deferral / active EE | $30,981 | $9,614+222.2% | $9,135+239.2% | $6,407+383.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |