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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 | $576,827 | $135,956+324.3% | $123,894+365.6% | $273,972+110.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.40% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $14,405 | $5,170+178.6% | $4,617+212.0% | $4,869+195.9% |
| Participant deferral / active EE | $7,000 | $6,343+10.4% | $5,984+17.0% | $5,287+32.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |