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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 | $582,133 | $155,555+274.2% | $146,866+296.4% | $155,188+275.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.12% | 115.41%-98.3pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $4,789 | $4,647+3.1% | $4,425+8.2% | $4,248+12.7% |
| Participant deferral / active EE | $19,304 | $8,044+140.0% | $7,759+148.8% | $6,531+195.6% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |