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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 | $123,898+480.0% | $116,538+516.6% | $155,188+363.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 11.94% | 16.04%-4.1pp | 17.97%-6.0pp | 148.84%-136.9pp |
| Employer contribution / active EE | $27,109 | $4,739+472.0% | $4,541+497.0% | $4,248+538.2% |
| Participant deferral / active EE | $18,673 | $6,400+191.8% | $6,207+200.8% | $6,531+185.9% |
| Admin fee / account holder | $0 | $9,174-100.0% | $8,737-100.0% | $14,480-100.0% |