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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 | $646,969 | $90,728+613.1% | $86,279+649.9% | $138,895+365.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 78.7%+21.3pp | 79.9%+20.1pp |
| Annual return | 20.90% | 34.83%-13.9pp | 30.40%-9.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $18,635 | $4,974+274.6% | $4,663+299.6% | $4,194+344.3% |
| Participant deferral / active EE | $15,469 | $6,125+152.5% | $5,658+173.4% | $6,396+141.8% |
| Admin fee / account holder | $0 | $11,808-100.0% | $10,485-100.0% | $12,562-100.0% |