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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 | $499,114 | $162,967+206.3% | $135,792+267.6% | $138,895+259.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.88% | 30.08%-14.2pp | 25.96%-10.1pp | 145.39%-129.5pp |
| Employer contribution / active EE | $13,371 | $4,211+217.5% | $3,496+282.5% | $4,194+218.8% |
| Participant deferral / active EE | $18,000 | $5,640+219.1% | $4,759+278.2% | $6,396+181.4% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |