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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 | $185,312+117.9% | $161,489+150.1% | $154,746+161.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.69% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $24,752 | $4,769+419.0% | $4,268+479.9% | $4,379+465.2% |
| Participant deferral / active EE | $16,150 | $6,350+154.3% | $5,630+186.9% | $6,730+140.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |