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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 | $447,482 | $254,759+75.6% | $216,567+106.6% | $198,609+125.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 19.91% | 10.04%+9.9pp | 12.94%+7.0pp | 202.70%-182.8pp |
| Employer contribution / active EE | $33,132 | $6,096+443.5% | $5,216+535.2% | $5,055+555.4% |
| Participant deferral / active EE | $21,594 | $6,948+210.8% | $6,191+248.8% | $6,977+209.5% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |