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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 | $308,463 | $136,307+126.3% | $106,619+189.3% | $273,972+12.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 12.63% | 11.05%+1.6pp | 9.42%+3.2pp | 41.46%-28.8pp |
| Employer contribution / active EE | $19,575 | $5,190+277.2% | $3,947+396.0% | $4,869+302.1% |
| Participant deferral / active EE | $13,415 | $4,969+170.0% | $3,930+241.4% | $5,287+153.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |