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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 | $560,651 | $153,769+264.6% | $133,975+318.5% | $273,972+104.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.02% | 36.51%-20.5pp | 29.29%-13.3pp | 41.46%-25.4pp |
| Employer contribution / active EE | $2,233 | $6,029-63.0% | $5,211-57.2% | $4,869-54.1% |
| Participant deferral / active EE | $26,500 | $6,958+280.8% | $6,282+321.9% | $5,287+401.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |