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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 | $307,322 | $135,905+126.1% | $126,068+143.8% | $198,609+54.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 17.12% | 14.07%+3.1pp | 15.01%+2.1pp | 202.70%-185.6pp |
| Employer contribution / active EE | $4,848 | $4,245+14.2% | $3,968+22.2% | $5,055-4.1% |
| Participant deferral / active EE | $15,000 | $8,523+76.0% | $8,214+82.6% | $6,977+115.0% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |