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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 | $534,586 | $153,769+247.7% | $133,975+299.0% | $273,972+95.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.03% | 36.51%-29.5pp | 29.29%-22.3pp | 41.46%-34.4pp |
| Employer contribution / active EE | $14,874 | $6,029+146.7% | $5,211+185.4% | $4,869+205.5% |
| Participant deferral / active EE | $8,805 | $6,958+26.5% | $6,282+40.2% | $5,287+66.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |