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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 | $461,334 | $127,387+262.2% | $115,038+301.0% | $125,389+267.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.53% | 31.28%-29.7pp | 26.14%-24.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $11,002 | $5,166+113.0% | $4,608+138.8% | $4,866+126.1% |
| Participant deferral / active EE | $10,475 | $6,423+63.1% | $6,026+73.8% | $5,352+95.7% |
| Admin fee / account holder | $6 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |