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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 | $451,052 | $154,228+192.5% | $145,433+210.1% | $137,256+228.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.57% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $29,716 | $4,804+518.6% | $4,554+552.4% | $4,156+615.0% |
| Participant deferral / active EE | $20,853 | $8,216+153.8% | $7,897+164.1% | $6,407+225.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |