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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 | $814,341 | $201,370+304.4% | $184,256+342.0% | $145,897+458.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.31% | 29.05%-13.7pp | 28.85%-13.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $21,370 | $7,024+204.2% | $6,427+232.5% | $4,663+358.3% |
| Participant deferral / active EE | $16,158 | $9,808+64.7% | $9,133+76.9% | $6,689+141.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |