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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 | $354,587 | $181,896+94.9% | $156,551+126.5% | $273,972+29.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.41% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $36,090 | $6,248+477.6% | $5,501+556.0% | $4,869+641.3% |
| Participant deferral / active EE | $21,600 | $5,550+289.2% | $4,871+343.4% | $5,287+308.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |