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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 | $346,656 | $110,379+214.1% | $102,412+238.5% | $145,884+137.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.51% | 24.84%-10.3pp | 24.94%-10.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $49,566 | $4,216+1075.6% | $3,870+1180.8% | $4,662+963.1% |
| Participant deferral / active EE | $20,600 | $5,622+266.4% | $5,060+307.1% | $6,690+207.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |