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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 | $453,536 | $81,504+456.5% | $102,437+342.7% | $80,959+460.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 31.89% | 25.60%+6.3pp | 24.95%+6.9pp | 35.67%-3.8pp |
| Employer contribution / active EE | $14,085 | $3,104+353.8% | $3,871+263.9% | $2,757+410.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |