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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 | $337,415 | $56,894+493.1% | $84,753+298.1% | $62,881+436.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.79% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $12,811 | $2,400+433.9% | $3,574+258.4% | $2,281+461.7% |
| Participant deferral / active EE | $8,704 | $2,709+221.3% | $3,712+134.5% | $3,203+171.7% |
| Admin fee / account holder | $5 | $3,581-99.9% | $5,333-99.9% | $4,296-99.9% |