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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 | $274,404 | $167,415+63.9% | $140,514+95.3% | $198,609+38.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 14.74% | 13.85%+0.9pp | 14.36%+0.4pp | 202.70%-188.0pp |
| Employer contribution / active EE | $7,884 | $4,088+92.9% | $3,378+133.4% | $5,055+55.9% |
| Participant deferral / active EE | $7,440 | $5,579+33.3% | $4,919+51.3% | $6,977+6.6% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |