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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 | $588,560 | $201,264+192.4% | $184,185+219.5% | $145,978+303.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.65% | 29.00%-18.4pp | 28.81%-18.2pp | 550.52%-539.9pp |
| Employer contribution / active EE | $3,663 | $7,021-47.8% | $6,426-43.0% | $4,662-21.4% |
| Participant deferral / active EE | $20,746 | $9,806+111.6% | $9,132+127.2% | $6,690+210.1% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |