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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 | $345,477 | $201,370+71.6% | $184,256+87.5% | $145,897+136.8% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 21.54% | 29.05%-7.5pp | 28.85%-7.3pp | 552.29%-530.7pp |
| Employer contribution / active EE | $27,669 | $7,024+293.9% | $6,427+330.5% | $4,663+493.4% |
| Participant deferral / active EE | $13,707 | $9,808+39.8% | $9,133+50.1% | $6,689+104.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |