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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 | $394,495 | $181,896+116.9% | $156,551+152.0% | $273,972+44.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.66% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $21,864 | $6,248+249.9% | $5,501+297.4% | $4,869+349.1% |
| Participant deferral / active EE | $12,150 | $5,550+118.9% | $4,871+149.4% | $5,287+129.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |