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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 | $559,778 | $153,769+264.0% | $133,975+317.8% | $273,972+104.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.19% | 36.51%-25.3pp | 29.29%-18.1pp | 41.46%-30.3pp |
| Employer contribution / active EE | $9,035 | $6,029+49.9% | $5,211+73.4% | $4,869+85.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |