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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 | $718,587 | $152,074+372.5% | $137,474+422.7% | $198,609+261.8% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 11.94% | 10.68%+1.3pp | 11.53%+0.4pp | 202.70%-190.8pp |
| Employer contribution / active EE | $27,109 | $5,444+398.0% | $5,048+437.0% | $5,055+436.2% |
| Participant deferral / active EE | $18,673 | $6,522+186.3% | $6,155+203.4% | $6,977+167.6% |
| Admin fee / account holder | $0 | $11,950-100.0% | $10,602-100.0% | $19,030-100.0% |