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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 | $455,267 | $254,759+78.7% | $216,567+110.2% | $198,609+129.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.13% | 10.04%+3.1pp | 12.94%+0.2pp | 202.70%-189.6pp |
| Employer contribution / active EE | $6,208 | $6,096+1.8% | $5,216+19.0% | $5,055+22.8% |
| Participant deferral / active EE | $4,896 | $6,948-29.5% | $6,191-20.9% | $6,977-29.8% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |