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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 | $199,109+101.7% | $173,730+131.1% | $154,746+159.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.11% | 20.02%-6.9pp | 19.96%-6.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $27,728 | $5,311+422.1% | $4,577+505.8% | $4,379+533.2% |
| Participant deferral / active EE | $17,938 | $7,113+152.2% | $6,326+183.5% | $6,730+166.5% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |