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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 | $503,442 | $85,196+490.9% | $76,383+559.1% | $145,897+245.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 14.51% | 13.13%+1.4pp | 13.79%+0.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $30,459 | $5,268+478.2% | $4,587+564.1% | $4,663+553.3% |
| Participant deferral / active EE | $23,000 | $6,386+260.1% | $5,474+320.2% | $6,689+243.8% |
| Admin fee / account holder | $0 | $5,786-100.0% | $5,147-100.0% | $13,390-100.0% |