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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 | $584,666 | $153,769+280.2% | $133,975+336.4% | $273,972+113.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 23.65% | 36.51%-12.9pp | 29.29%-5.6pp | 41.46%-17.8pp |
| Employer contribution / active EE | $23,116 | $6,029+283.4% | $5,211+343.6% | $4,869+374.8% |
| Participant deferral / active EE | $14,340 | $6,958+106.1% | $6,282+128.3% | $5,287+171.2% |
| Admin fee / account holder | $43 | $11,765-99.6% | $9,324-99.5% | $10,133-99.6% |