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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 | $414,849 | $201,370+106.0% | $184,256+125.1% | $145,897+184.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.82% | 29.05%+6.8pp | 28.85%+7.0pp | 552.29%-516.5pp |
| Employer contribution / active EE | $46,005 | $7,024+555.0% | $6,427+615.8% | $4,663+886.7% |
| Participant deferral / active EE | $24,870 | $9,808+153.6% | $9,133+172.3% | $6,689+271.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |