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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 | $339,551 | $135,956+149.8% | $123,894+174.1% | $273,972+23.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.45% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $26,529 | $5,170+413.2% | $4,617+474.6% | $4,869+444.9% |
| Participant deferral / active EE | $12,863 | $6,343+102.8% | $5,984+115.0% | $5,287+143.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |