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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 | $403,810 | $172,111+134.6% | $150,298+168.7% | $137,256+194.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.69% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $24,752 | $4,636+433.9% | $4,154+495.8% | $4,156+495.6% |
| Participant deferral / active EE | $16,150 | $6,166+161.9% | $5,453+196.2% | $6,407+152.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |