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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 | $383,814 | $124,425+208.5% | $112,040+242.6% | $137,256+179.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.16% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $6,938 | $3,411+103.4% | $2,954+134.9% | $4,156+66.9% |
| Participant deferral / active EE | $6,938 | $5,718+21.3% | $5,098+36.1% | $6,407+8.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |