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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 | $294,474 | $212,386+38.7% | $199,883+47.3% | $138,895+112.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.07% | 47.75%-32.7pp | 43.81%-28.7pp | 145.39%-130.3pp |
| Employer contribution / active EE | $21,000 | $6,625+217.0% | $6,261+235.4% | $4,194+400.7% |
| Participant deferral / active EE | $31,000 | $9,617+222.3% | $9,138+239.2% | $6,396+384.7% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |