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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 | $376,360 | $111,814+236.6% | $103,378+264.1% | $145,978+157.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.11% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $27,348 | $4,215+548.8% | $3,870+606.6% | $4,662+486.6% |
| Participant deferral / active EE | $22,084 | $5,618+293.1% | $5,058+336.6% | $6,690+230.1% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |