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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 | $396,918 | $181,896+118.2% | $156,551+153.5% | $273,972+44.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.66% | 30.74%-19.1pp | 32.23%-20.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $8,495 | $6,248+36.0% | $5,501+54.4% | $4,869+74.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25 | $15,560-99.8% | $13,028-99.8% | $10,133-99.8% |