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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 | $814,500 | $181,896+347.8% | $156,551+420.3% | $273,972+197.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.19% | 30.74%-27.6pp | 32.23%-29.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $10,335 | $6,248+65.4% | $5,501+87.9% | $4,869+112.3% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |