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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 | $379,147 | $167,415+126.5% | $140,514+169.8% | $198,609+90.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 16.59% | 13.85%+2.7pp | 14.36%+2.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $15,013 | $4,088+267.3% | $3,378+344.4% | $5,055+197.0% |
| Participant deferral / active EE | $11,250 | $5,579+101.7% | $4,919+128.7% | $6,977+61.3% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |