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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 | $355,667 | $112,729+215.5% | $98,716+260.3% | $137,256+159.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.61% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $18,333 | $2,725+572.7% | $2,279+704.6% | $4,156+341.1% |
| Participant deferral / active EE | $15,633 | $4,640+236.9% | $4,048+286.2% | $6,407+144.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |