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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 | $201,264+128.8% | $184,185+150.0% | $145,978+215.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.22% | 29.00%-10.8pp | 28.81%-10.6pp | 550.52%-532.3pp |
| Employer contribution / active EE | $4,807 | $7,021-31.5% | $6,426-25.2% | $4,662+3.1% |
| Participant deferral / active EE | $11,893 | $9,806+21.3% | $9,132+30.2% | $6,690+77.8% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |