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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 | $759,240 | $117,846+544.3% | $102,434+641.2% | $145,884+420.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 32.01% | 31.90%+0.1pp | 29.46%+2.6pp | 551.85%-519.8pp |
| Employer contribution / active EE | $7,059 | $3,615+95.3% | $3,023+133.5% | $4,662+51.4% |
| Participant deferral / active EE | $5,132 | $5,733-10.5% | $5,055+1.5% | $6,690-23.3% |
| Admin fee / account holder | $103 | $13,356-99.2% | $9,462-98.9% | $13,392-99.2% |