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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 | $81,446+456.9% | $103,374+338.7% | $80,874+460.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 31.89% | 25.57%+6.3pp | 24.89%+7.0pp | 35.62%-3.7pp |
| Employer contribution / active EE | $14,085 | $3,107+353.3% | $3,869+264.0% | $2,756+411.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |