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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 | $908,254 | $167,533+442.1% | $151,645+498.9% | $134,545+575.1% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | 15.19% | 7.81%+7.4pp | 3.34%+11.8pp | 418.37%-403.2pp |
| Employer contribution / active EE | $27,495 | $6,828+302.7% | $6,165+346.0% | $4,742+479.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |