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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 | $460,444 | $201,344+128.7% | $184,243+149.9% | $145,877+215.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.22% | 29.01%-10.8pp | 28.82%-10.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $4,807 | $7,022-31.6% | $6,427-25.2% | $4,663+3.1% |
| Participant deferral / active EE | $11,893 | $9,807+21.3% | $9,132+30.2% | $6,691+77.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |