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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 | $527,669 | $124,425+324.1% | $112,040+371.0% | $137,256+284.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.18% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $7,897 | $3,411+131.5% | $2,954+167.3% | $4,156+90.0% |
| Participant deferral / active EE | $12,174 | $5,718+112.9% | $5,098+138.8% | $6,407+90.0% |
| Admin fee / account holder | $293 | $15,207-98.1% | $12,098-97.6% | $12,270-97.6% |