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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 | $980,889 | $254,759+285.0% | $216,567+352.9% | $198,609+393.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.48% | 10.04%-5.6pp | 12.94%-8.5pp | 202.70%-198.2pp |
| Employer contribution / active EE | $35,392 | $6,096+480.5% | $5,216+578.6% | $5,055+600.1% |
| Participant deferral / active EE | $28,000 | $6,948+303.0% | $6,191+352.3% | $6,977+301.3% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |