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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 | $399,025 | $147,594+170.4% | $121,871+227.4% | $198,609+100.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 13.76% | 12.94%+0.8pp | 13.57%+0.2pp | 202.70%-188.9pp |
| Employer contribution / active EE | $8,333 | $3,007+177.1% | $2,731+205.1% | $5,055+64.8% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $21 | $15,134-99.9% | $11,551-99.8% | $19,030-99.9% |