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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 | $381,478 | $110,410+245.5% | $102,437+272.4% | $145,897+161.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.84% | 24.85%-14.0pp | 24.95%-14.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $27,988 | $4,217+563.7% | $3,871+623.1% | $4,663+500.3% |
| Participant deferral / active EE | $18,370 | $5,622+226.8% | $5,060+263.0% | $6,689+174.6% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |