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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 | $451,310 | $172,111+162.2% | $150,298+200.3% | $137,256+228.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 72.79% | 69.37%+3.4pp | 62.79%+10.0pp | 220.34%-147.6pp |
| Employer contribution / active EE | $6,877 | $4,636+48.3% | $4,154+65.6% | $4,156+65.5% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |