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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 | $481,576 | $162,136+197.0% | $152,301+216.2% | $154,746+211.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.25% | 91.02%-76.8pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $15,639 | $4,890+219.8% | $4,624+238.2% | $4,379+257.1% |
| Participant deferral / active EE | $12,117 | $8,341+45.3% | $8,004+51.4% | $6,730+80.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |