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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 | $571,609 | $201,370+183.9% | $184,256+210.2% | $145,897+291.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.90% | 29.05%-19.1pp | 28.85%-18.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $4,241 | $7,024-39.6% | $6,427-34.0% | $4,663-9.0% |
| Participant deferral / active EE | $11,522 | $9,808+17.5% | $9,133+26.2% | $6,689+72.2% |
| Admin fee / account holder | $1 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |