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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 | $541,534 | $254,759+112.6% | $216,567+150.1% | $198,609+172.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.83% | 10.04%+1.8pp | 12.94%-1.1pp | 202.70%-190.9pp |
| Employer contribution / active EE | $6,029 | $6,096-1.1% | $5,216+15.6% | $5,055+19.3% |
| Participant deferral / active EE | $6,918 | $6,948-0.4% | $6,191+11.7% | $6,977-0.8% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |