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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 | $407,351 | $162,136+151.2% | $152,301+167.5% | $154,746+163.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.21% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,793 | $4,890+18.5% | $4,624+25.3% | $4,379+32.3% |
| Participant deferral / active EE | $14,932 | $8,341+79.0% | $8,004+86.6% | $6,730+121.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |