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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 | $322,869 | $154,228+109.3% | $145,433+122.0% | $137,256+135.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.04% | 74.59%-61.6pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $13,163 | $4,804+174.0% | $4,554+189.0% | $4,156+216.7% |
| Participant deferral / active EE | $23,405 | $8,216+184.9% | $7,897+196.4% | $6,407+265.3% |
| Admin fee / account holder | $2 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |