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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 | $884,826 | $100,970+776.3% | $96,576+816.2% | $137,256+544.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.04% | 38.16%-23.1pp | 38.47%-23.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $5,224 | $3,809+37.1% | $3,553+47.0% | $4,156+25.7% |
| Participant deferral / active EE | $17,302 | $8,286+108.8% | $7,956+117.5% | $6,407+170.1% |
| Admin fee / account holder | $46 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |