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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 | $415,127 | $163,687+153.6% | $108,745+281.7% | $273,972+51.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 6.14% | 31.16%-25.0pp | 46.22%-40.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $14,565 | $4,711+209.2% | $3,323+338.3% | $4,869+199.2% |
| Participant deferral / active EE | $17,018 | $7,155+137.9% | $5,121+232.3% | $5,287+221.9% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |