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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 | $639,179 | $201,264+217.6% | $184,185+247.0% | $145,978+337.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.11% | 29.00%-14.9pp | 28.81%-14.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $8,213 | $7,021+17.0% | $6,426+27.8% | $4,662+76.2% |
| Participant deferral / active EE | $13,873 | $9,806+41.5% | $9,132+51.9% | $6,690+107.4% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |