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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 | $595,969 | $127,386+367.8% | $115,037+418.1% | $125,388+375.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 21.76% | 31.28%-9.5pp | 26.14%-4.4pp | 282.24%-260.5pp |
| Employer contribution / active EE | $5,460 | $5,166+5.7% | $4,608+18.5% | $4,866+12.2% |
| Participant deferral / active EE | $12,526 | $6,423+95.0% | $6,026+107.8% | $5,352+134.1% |
| Admin fee / account holder | $86 | $9,516-99.1% | $8,175-98.9% | $9,541-99.1% |