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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 | $275,044 | $201,259+36.7% | $184,200+49.3% | $145,959+88.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.27% | 28.98%+1.3pp | 28.80%+1.5pp | 561.95%-531.7pp |
| Employer contribution / active EE | $6,284 | $7,018-10.5% | $6,424-2.2% | $4,661+34.8% |
| Participant deferral / active EE | $4,983 | $9,806-49.2% | $9,132-45.4% | $6,689-25.5% |
| Admin fee / account holder | $1 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |