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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 | $537,332 | $107,809+398.4% | $97,032+453.8% | $155,188+246.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.12% | 38.06%-21.9pp | 35.38%-19.3pp | 148.84%-132.7pp |
| Employer contribution / active EE | $28,350 | $2,911+873.9% | $2,629+978.4% | $4,248+567.4% |
| Participant deferral / active EE | $20,417 | $5,129+298.0% | $4,672+337.0% | $6,531+212.6% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |