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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 | $451,609 | $201,370+124.3% | $184,256+145.1% | $145,897+209.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.45% | 29.05%-12.6pp | 28.85%-12.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $4,317 | $7,024-38.5% | $6,427-32.8% | $4,663-7.4% |
| Participant deferral / active EE | $10,976 | $9,808+11.9% | $9,133+20.2% | $6,689+64.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |