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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 | $635,609 | $124,213+411.7% | $118,106+438.2% | $154,746+310.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 17.75% | 18.29%-0.5pp | 19.44%-1.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $20,601 | $4,905+320.0% | $4,698+338.5% | $4,379+370.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |