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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 | $509,788 | $211,946+140.5% | $169,452+200.8% | $135,380+276.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.58% | 3.26%+5.3pp | 1.83%+6.7pp | 519.81%-511.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $20,500 | $6,075+237.4% | $5,277+288.5% | $5,609+265.5% |
| Admin fee / account holder | $13 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |