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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 | $808,650 | $254,759+217.4% | $216,567+273.4% | $198,609+307.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 22.90% | 10.04%+12.9pp | 12.94%+10.0pp | 202.70%-179.8pp |
| Employer contribution / active EE | $26,050 | $6,096+327.3% | $5,216+399.5% | $5,055+415.3% |
| Participant deferral / active EE | $24,088 | $6,948+246.7% | $6,191+289.1% | $6,977+245.3% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |