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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 | $126,661+203.0% | $113,397+238.5% | $138,895+176.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.16% | 25.05%-10.9pp | 23.20%-9.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $6,938 | $3,456+100.7% | $2,977+133.0% | $4,194+65.4% |
| Participant deferral / active EE | $6,938 | $5,693+21.9% | $5,076+36.7% | $6,396+8.5% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |