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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 | $816,481 | $254,759+220.5% | $216,567+277.0% | $198,609+311.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.77% | 10.04%+3.7pp | 12.94%+0.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $23,723 | $6,096+289.1% | $5,216+354.8% | $5,055+369.3% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |