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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 | $285,319 | $107,809+164.7% | $97,032+194.0% | $155,188+83.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 8.46% | 38.06%-29.6pp | 35.38%-26.9pp | 148.84%-140.4pp |
| Employer contribution / active EE | $24,775 | $2,911+751.0% | $2,629+842.4% | $4,248+483.2% |
| Participant deferral / active EE | $15,292 | $5,129+198.1% | $4,672+227.3% | $6,531+134.1% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |