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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 | $529,228 | $81,487+549.5% | $102,412+416.8% | $80,935+553.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 30.95% | 25.60%+5.4pp | 24.94%+6.0pp | 35.66%-4.7pp |
| Employer contribution / active EE | $15,010 | $3,103+383.7% | $3,870+287.9% | $2,757+444.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |