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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 | $859,663 | $181,896+372.6% | $156,551+449.1% | $273,972+213.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.79% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $10,267 | $6,248+64.3% | $5,501+86.6% | $4,869+110.9% |
| Participant deferral / active EE | $14,343 | $5,550+158.4% | $4,871+194.4% | $5,287+171.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |