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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 | $489,645 | $181,896+169.2% | $156,551+212.8% | $273,972+78.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.77% | 30.74%-19.0pp | 32.23%-20.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $24,373 | $6,248+290.1% | $5,501+343.0% | $4,869+400.6% |
| Participant deferral / active EE | $16,000 | $5,550+188.3% | $4,871+228.5% | $5,287+202.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |