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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 | $729,397 | $153,769+374.3% | $133,975+444.4% | $273,972+166.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.43% | 36.51%-26.1pp | 29.29%-18.9pp | 41.46%-31.0pp |
| Employer contribution / active EE | $18,943 | $6,029+214.2% | $5,211+263.5% | $4,869+289.1% |
| Participant deferral / active EE | $13,924 | $6,958+100.1% | $6,282+121.7% | $5,287+163.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |