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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 | $540,242 | $215,361+150.9% | $171,082+215.8% | $273,972+97.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.27% | 25.14%-21.9pp | 32.56%-29.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $17,324 | $4,967+248.8% | $4,002+332.9% | $4,869+255.8% |
| Participant deferral / active EE | $9,177 | $5,543+65.6% | $4,797+91.3% | $5,287+73.6% |
| Admin fee / account holder | $41 | $10,846-99.6% | $8,520-99.5% | $10,133-99.6% |