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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 | $256,589 | $201,372+27.4% | $184,260+39.3% | $145,884+75.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.40% | 29.04%-8.6pp | 28.84%-8.4pp | 551.85%-531.4pp |
| Employer contribution / active EE | $23,000 | $7,024+227.5% | $6,427+257.8% | $4,662+393.3% |
| Participant deferral / active EE | $25,000 | $9,808+154.9% | $9,133+173.7% | $6,690+273.7% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |