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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 | $365,855 | $135,956+169.1% | $123,894+195.3% | $273,972+33.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.70% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $10,554 | $5,170+104.1% | $4,617+128.6% | $4,869+116.8% |
| Participant deferral / active EE | $11,141 | $6,343+75.7% | $5,984+86.2% | $5,287+110.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |