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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 | $716,913 | $199,109+260.1% | $173,730+312.7% | $154,746+363.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.06% | 20.02%-10.0pp | 19.96%-9.9pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,643 | $5,311-50.2% | $4,577-42.3% | $4,379-39.6% |
| Participant deferral / active EE | $5,012 | $7,113-29.5% | $6,326-20.8% | $6,730-25.5% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |