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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 | $373,627 | $135,905+174.9% | $126,068+196.4% | $198,609+88.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 4.04% | 14.07%-10.0pp | 15.01%-11.0pp | 202.70%-198.7pp |
| Employer contribution / active EE | $20,350 | $4,245+379.4% | $3,968+412.9% | $5,055+302.5% |
| Participant deferral / active EE | $21,800 | $8,523+155.8% | $8,214+165.4% | $6,977+212.5% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |