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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 | $551,507 | $110,410+399.5% | $102,437+438.4% | $145,897+278.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 24.85%-8.9pp | 24.95%-9.0pp | 552.29%-536.3pp |
| Employer contribution / active EE | $20,731 | $4,217+391.6% | $3,871+435.6% | $4,663+344.6% |
| Participant deferral / active EE | $11,850 | $5,622+110.8% | $5,060+134.2% | $6,689+77.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |