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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 | $372,671 | $126,661+194.2% | $113,397+228.6% | $138,895+168.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.44% | 25.05%-12.6pp | 23.20%-10.8pp | 145.39%-132.9pp |
| Employer contribution / active EE | $15,625 | $3,456+352.1% | $2,977+424.8% | $4,194+272.5% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |