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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 | $543,113 | $181,896+198.6% | $156,551+246.9% | $273,972+98.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.33% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $17,094 | $6,248+173.6% | $5,501+210.7% | $4,869+251.1% |
| Participant deferral / active EE | $5,667 | $5,550+2.1% | $4,871+16.3% | $5,287+7.2% |
| Admin fee / account holder | $2 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |