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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 | $492,883 | $153,769+220.5% | $133,975+267.9% | $273,972+79.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.74% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.7pp |
| Employer contribution / active EE | $9,778 | $6,029+62.2% | $5,211+87.6% | $4,869+100.8% |
| Participant deferral / active EE | $19,150 | $6,958+175.2% | $6,282+204.8% | $5,287+262.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |