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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 | $474,287 | $56,894+733.6% | $84,753+459.6% | $62,881+654.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.55% | 6.30%-1.8pp | 22.78%-18.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $24,277 | $2,400+911.6% | $3,574+579.2% | $2,281+964.4% |
| Participant deferral / active EE | $8,205 | $2,709+202.9% | $3,712+121.0% | $3,203+156.2% |
| Admin fee / account holder | $102 | $3,581-97.1% | $5,333-98.1% | $4,296-97.6% |