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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 | $413,379 | $209,336+97.5% | $197,124+109.7% | $137,256+201.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.50% | 48.09%-31.6pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $9,098 | $6,591+38.0% | $6,227+46.1% | $4,156+118.9% |
| Participant deferral / active EE | $19,129 | $9,614+99.0% | $9,135+109.4% | $6,407+198.6% |
| Admin fee / account holder | $8 | $17,308-100.0% | $16,298-99.9% | $12,270-99.9% |