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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 | $370,172 | $138,393+167.5% | $184,256+100.9% | $80,959+357.2% |
| Participation rate | 83.3% | 83.9%-0.6pp | 86.8%-3.5pp | 67.7%+15.7pp |
| Annual return | 22.51% | 20.01%+2.5pp | 28.85%-6.3pp | 35.67%-13.2pp |
| Employer contribution / active EE | $29,464 | $4,847+507.8% | $6,427+358.4% | $2,757+968.6% |
| Participant deferral / active EE | $18,988 | $7,076+168.3% | $9,133+107.9% | $4,300+341.5% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |