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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 | $898,252 | $153,769+484.2% | $133,975+570.5% | $273,972+227.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.61% | 36.51%-15.9pp | 29.29%-8.7pp | 41.46%-20.8pp |
| Employer contribution / active EE | $31,316 | $6,029+419.5% | $5,211+500.9% | $4,869+543.2% |
| Participant deferral / active EE | $17,429 | $6,958+150.5% | $6,282+177.5% | $5,287+229.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |