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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 | $706,042 | $135,956+419.3% | $123,894+469.9% | $273,972+157.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.02% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $8,568 | $5,170+65.7% | $4,617+85.6% | $4,869+76.0% |
| Participant deferral / active EE | $11,602 | $6,343+82.9% | $5,984+93.9% | $5,287+119.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |