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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 | $201,372+217.4% | $184,260+246.9% | $145,884+338.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.11% | 29.04%-14.9pp | 28.84%-14.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $8,213 | $7,024+16.9% | $6,427+27.8% | $4,662+76.2% |
| Participant deferral / active EE | $13,873 | $9,808+41.4% | $9,133+51.9% | $6,690+107.4% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |