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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 | $837,735 | $153,769+444.8% | $133,975+525.3% | $273,972+205.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 22.97% | 36.51%-13.5pp | 29.29%-6.3pp | 41.46%-18.5pp |
| Employer contribution / active EE | $21,174 | $6,029+251.2% | $5,211+306.3% | $4,869+334.9% |
| Participant deferral / active EE | $17,785 | $6,958+155.6% | $6,282+183.1% | $5,287+236.4% |
| Admin fee / account holder | $62 | $11,765-99.5% | $9,324-99.3% | $10,133-99.4% |