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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 | $843,751 | $184,014+358.5% | $161,149+423.6% | $138,895+507.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 24.87% | 21.52%+3.3pp | 21.16%+3.7pp | 145.39%-120.5pp |
| Employer contribution / active EE | $17,077 | $5,055+237.8% | $4,360+291.7% | $4,194+307.2% |
| Participant deferral / active EE | $8,950 | $6,909+29.5% | $6,153+45.5% | $6,396+39.9% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |