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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 | $819,873 | $118,488+591.9% | $98,462+732.7% | $139,487+487.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.41% | 18.96%+3.4pp | 21.17%+1.2pp | 373.84%-351.4pp |
| Employer contribution / active EE | $12,500 | $3,611+246.2% | $3,049+310.0% | $4,755+162.9% |
| Participant deferral / active EE | $19,318 | $5,393+258.2% | $4,738+307.7% | $6,713+187.8% |
| Admin fee / account holder | $118 | $13,868-99.1% | $8,875-98.7% | $11,407-99.0% |