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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 | $620,871 | $70,486+780.8% | $100,535+517.6% | $79,856+677.5% |
| Participation rate | 86.5% | 73.6%+12.8pp | 79.4%+7.1pp | 69.6%+16.8pp |
| Annual return | 18.06% | 21.90%-3.8pp | 30.90%-12.8pp | 31.71%-13.6pp |
| Employer contribution / active EE | $7,674 | $2,165+254.6% | $3,419+124.5% | $2,471+210.6% |
| Participant deferral / active EE | $15,810 | $5,182+205.1% | $6,271+152.1% | $3,741+322.7% |
| Admin fee / account holder | $0 | $4,480-100.0% | $8,085-100.0% | $5,306-100.0% |