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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 | $512,368 | $153,769+233.2% | $133,975+282.4% | $273,972+87.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.69% | 36.51%-27.8pp | 29.29%-20.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $11,849 | $6,029+96.5% | $5,211+127.4% | $4,869+143.4% |
| Participant deferral / active EE | $5,320 | $6,958-23.5% | $6,282-15.3% | $5,287+0.6% |
| Admin fee / account holder | $41 | $11,765-99.7% | $9,324-99.6% | $10,133-99.6% |