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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 | $346,005 | $135,905+154.6% | $126,068+174.5% | $198,609+74.2% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 18.04% | 14.07%+4.0pp | 15.01%+3.0pp | 202.70%-184.7pp |
| Employer contribution / active EE | $6,771 | $4,245+59.5% | $3,968+70.6% | $5,055+33.9% |
| Participant deferral / active EE | $13,819 | $8,523+62.1% | $8,214+68.2% | $6,977+98.1% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |