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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 | $323,433 | $87,834+268.2% | $133,975+141.4% | $62,881+414.4% |
| Participation rate | 98.4% | 83.4%+15.0pp | 87.1%+11.3pp | 69.3%+29.1pp |
| Annual return | 7.15% | 12.05%-4.9pp | 29.29%-22.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $16,045 | $3,482+360.8% | $5,211+207.9% | $2,281+603.5% |
| Participant deferral / active EE | $15,797 | $4,812+228.3% | $6,282+151.5% | $3,203+393.2% |
| Admin fee / account holder | -$201 | $5,372-103.7% | $9,324-102.2% | $4,296-104.7% |