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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 | $771,549 | $184,014+319.3% | $161,149+378.8% | $138,895+455.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.90% | 21.52%-6.6pp | 21.16%-6.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $32,400 | $5,055+540.9% | $4,360+643.1% | $4,194+672.5% |
| Participant deferral / active EE | $14,120 | $6,909+104.4% | $6,153+129.5% | $6,396+120.8% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |