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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 | $361,938 | $127,387+184.1% | $115,038+214.6% | $125,389+188.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.99% | 31.28%-28.3pp | 26.14%-23.2pp | 282.24%-279.3pp |
| Employer contribution / active EE | $13,307 | $5,166+157.6% | $4,608+188.8% | $4,866+173.5% |
| Participant deferral / active EE | $7,200 | $6,423+12.1% | $6,026+19.5% | $5,352+34.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |