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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 | $843,903 | $167,362+404.2% | $143,799+486.9% | $134,532+527.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 10.99% | 0.47%+10.5pp | -0.04%+11.0pp | 418.27%-407.3pp |
| Employer contribution / active EE | $2,707 | $5,620-51.8% | $4,952-45.3% | $4,741-42.9% |
| Participant deferral / active EE | $12,282 | $6,447+90.5% | $5,638+117.8% | $6,401+91.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |