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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 | $371,086 | $153,769+141.3% | $133,975+177.0% | $273,972+35.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.62% | 36.51%-23.9pp | 29.29%-16.7pp | 41.46%-28.8pp |
| Employer contribution / active EE | $20,033 | $6,029+232.3% | $5,211+284.4% | $4,869+311.5% |
| Participant deferral / active EE | $13,380 | $6,958+92.3% | $6,282+113.0% | $5,287+153.1% |
| Admin fee / account holder | $13 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |