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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 | $409,083 | $201,259+103.3% | $184,200+122.1% | $145,959+180.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 15.46% | 28.98%-13.5pp | 28.80%-13.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $22,886 | $7,018+226.1% | $6,424+256.3% | $4,661+391.0% |
| Participant deferral / active EE | $23,475 | $9,806+139.4% | $9,132+157.1% | $6,689+251.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |