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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 | $287,904 | $174,379+65.1% | $152,093+89.3% | $138,895+107.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.03% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $15,257 | $4,652+228.0% | $4,175+265.5% | $4,194+263.8% |
| Participant deferral / active EE | $11,750 | $6,159+90.8% | $5,451+115.5% | $6,396+83.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |