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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 | $411,622 | $155,555+164.6% | $146,866+180.3% | $155,188+165.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.63% | 115.41%-102.8pp | 102.85%-90.2pp | 148.84%-136.2pp |
| Employer contribution / active EE | $27,501 | $4,647+491.8% | $4,425+521.5% | $4,248+547.4% |
| Participant deferral / active EE | $16,875 | $8,044+109.8% | $7,759+117.5% | $6,531+158.4% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |