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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 | $345,477 | $201,264+71.7% | $184,185+87.6% | $145,978+136.7% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 21.54% | 29.00%-7.5pp | 28.81%-7.3pp | 550.52%-529.0pp |
| Employer contribution / active EE | $27,669 | $7,021+294.1% | $6,426+330.6% | $4,662+493.5% |
| Participant deferral / active EE | $13,707 | $9,806+39.8% | $9,132+50.1% | $6,690+104.9% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |