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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 | $362,697 | $167,352+116.7% | $143,788+152.2% | $134,509+169.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | 7.72% | 0.47%+7.3pp | -0.03%+7.8pp | 418.13%-410.4pp |
| Employer contribution / active EE | $20,697 | $5,620+268.3% | $4,952+318.0% | $4,741+336.6% |
| Participant deferral / active EE | $14,929 | $6,447+131.6% | $5,638+164.8% | $6,400+133.2% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |