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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 | $401,525 | $254,759+57.6% | $216,567+85.4% | $198,609+102.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.11% | 10.04%+3.1pp | 12.94%+0.2pp | 202.70%-189.6pp |
| Employer contribution / active EE | $27,728 | $6,096+354.8% | $5,216+431.6% | $5,055+448.5% |
| Participant deferral / active EE | $17,938 | $6,948+158.2% | $6,191+189.8% | $6,977+157.1% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |