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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 | $386,217 | $153,769+151.2% | $133,975+188.3% | $273,972+41.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.89% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $14,449 | $6,029+139.7% | $5,211+177.3% | $4,869+196.8% |
| Participant deferral / active EE | $8,373 | $6,958+20.3% | $6,282+33.3% | $5,287+58.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |