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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 | $464,738 | $211,239+120.0% | $178,528+160.3% | $145,877+218.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.64% | 30.22%-16.6pp | 27.11%-13.5pp | 551.28%-537.6pp |
| Employer contribution / active EE | $4,208 | $4,570-7.9% | $3,950+6.5% | $4,663-9.8% |
| Participant deferral / active EE | $15,250 | $6,963+119.0% | $6,278+142.9% | $6,691+127.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |