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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 | $955,580 | $199,109+379.9% | $173,730+450.0% | $154,746+517.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 25.48% | 20.02%+5.5pp | 19.96%+5.5pp | 172.34%-146.9pp |
| Employer contribution / active EE | $4,735 | $5,311-10.9% | $4,577+3.4% | $4,379+8.1% |
| Participant deferral / active EE | $16,359 | $7,113+130.0% | $6,326+158.6% | $6,730+143.1% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |