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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 | $271,478 | $110,212+146.3% | $96,534+181.2% | $139,466+94.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 20.80% | 26.42%-5.6pp | 25.88%-5.1pp | 373.66%-352.9pp |
| Employer contribution / active EE | $6,210 | $3,620+71.5% | $2,965+109.4% | $4,754+30.6% |
| Participant deferral / active EE | $21,201 | $5,547+282.2% | $4,851+337.0% | $6,712+215.9% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |