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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 | $201,372+103.1% | $184,260+122.0% | $145,884+180.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 15.46% | 29.04%-13.6pp | 28.84%-13.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $22,886 | $7,024+225.8% | $6,427+256.1% | $4,662+390.9% |
| Participant deferral / active EE | $23,475 | $9,808+139.4% | $9,133+157.0% | $6,690+250.9% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |