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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 | $709,641 | $162,136+337.7% | $152,301+365.9% | $154,746+358.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.64% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,822 | $4,890-42.3% | $4,624-39.0% | $4,379-35.6% |
| Participant deferral / active EE | $20,500 | $8,341+145.8% | $8,004+156.1% | $6,730+204.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |