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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 | $633,813 | $136,860+363.1% | $120,344+426.7% | $154,746+309.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.60% | 21.38%-4.8pp | 20.30%-3.7pp | 172.34%-155.7pp |
| Employer contribution / active EE | $28,401 | $3,533+703.9% | $3,020+840.4% | $4,379+548.6% |
| Participant deferral / active EE | $17,436 | $5,793+201.0% | $5,135+239.6% | $6,730+159.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |