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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 | $345,473 | $117,895+193.0% | $102,460+237.2% | $145,897+136.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.50% | 31.92%-22.4pp | 29.47%-20.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $31,660 | $3,619+774.8% | $3,025+946.6% | $4,663+579.0% |
| Participant deferral / active EE | $15,250 | $5,736+165.9% | $5,056+201.6% | $6,689+128.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |