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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 | $392,960 | $77,707+405.7% | $70,160+460.1% | $139,466+181.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.27% | 19.30%+2.0pp | 19.08%+2.2pp | 373.66%-352.4pp |
| Employer contribution / active EE | $30,459 | $4,986+510.9% | $4,285+610.8% | $4,754+540.7% |
| Participant deferral / active EE | $22,500 | $6,443+249.2% | $5,394+317.2% | $6,712+235.2% |
| Admin fee / account holder | $0 | $5,397-100.0% | $4,582-100.0% | $11,409-100.0% |