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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 | $800,525 | $275,752+190.3% | $256,809+211.7% | $198,609+303.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.55% | 34.81%-22.3pp | 32.73%-20.2pp | 202.70%-190.1pp |
| Employer contribution / active EE | $3,684 | $7,721-52.3% | $7,263-49.3% | $5,055-27.1% |
| Participant deferral / active EE | $26,709 | $10,037+166.1% | $9,520+180.6% | $6,977+282.8% |
| Admin fee / account holder | $42 | $25,716-99.8% | $25,146-99.8% | $19,030-99.8% |