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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 | $561,296 | $201,370+178.7% | $184,256+204.6% | $145,897+284.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.37% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $4,425 | $7,024-37.0% | $6,427-31.1% | $4,663-5.1% |
| Participant deferral / active EE | $9,767 | $9,808-0.4% | $9,133+6.9% | $6,689+46.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |