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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 | $322,469 | $181,896+77.3% | $156,551+106.0% | $273,972+17.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.96% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $19,270 | $6,248+208.4% | $5,501+250.3% | $4,869+295.8% |
| Participant deferral / active EE | $19,118 | $5,550+244.5% | $4,871+292.5% | $5,287+261.6% |
| Admin fee / account holder | $33 | $15,560-99.8% | $13,028-99.7% | $10,133-99.7% |