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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 | $449,126 | $106,247+322.7% | $96,515+365.3% | $139,466+222.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 37.01% | 38.47%-1.5pp | 35.73%+1.3pp | 373.66%-336.7pp |
| Employer contribution / active EE | $10,938 | $4,106+166.4% | $3,740+192.5% | $4,754+130.1% |
| Participant deferral / active EE | $8,038 | $5,456+47.3% | $4,880+64.7% | $6,712+19.8% |
| Admin fee / account holder | $8 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |