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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 | $712,169 | $534,210+33.3% | $589,148+20.9% | $534,210+33.3% |
| Participation rate | 100.0% | 89.6%+10.4pp | 78.9%+21.1pp | 89.6%+10.4pp |
| Annual return | 15.63% | 10.40%+5.2pp | 4.37%+11.3pp | 10.40%+5.2pp |
| Employer contribution / active EE | $19,809 | $19,440+1.9% | $34,823-43.1% | $19,440+1.9% |
| Participant deferral / active EE | $14,667 | $11,136+31.7% | $7,344+99.7% | $11,136+31.7% |
| Admin fee / account holder | $0 | $14,821-100.0% | $16,101-100.0% | $14,821-100.0% |