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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 | $830,558 | $181,896+356.6% | $156,551+430.5% | $273,972+203.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $13,606 | $6,248+117.8% | $5,501+147.3% | $4,869+179.5% |
| Participant deferral / active EE | $20,500 | $5,550+269.4% | $4,871+320.9% | $5,287+287.7% |
| Admin fee / account holder | $101 | $15,560-99.4% | $13,028-99.2% | $10,133-99.0% |