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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 | $541,534 | $199,109+172.0% | $173,730+211.7% | $154,746+250.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.83% | 20.02%-8.2pp | 19.96%-8.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $6,029 | $5,311+13.5% | $4,577+31.7% | $4,379+37.7% |
| Participant deferral / active EE | $6,918 | $7,113-2.7% | $6,326+9.3% | $6,730+2.8% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |