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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 | $1,325,942 | $181,896+629.0% | $156,551+747.0% | $273,972+384.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.87% | 30.74%-14.9pp | 32.23%-16.4pp | 41.46%-25.6pp |
| Employer contribution / active EE | $35,000 | $6,248+460.2% | $5,501+536.2% | $4,869+618.9% |
| Participant deferral / active EE | $21,600 | $5,550+289.2% | $4,871+343.4% | $5,287+308.5% |
| Admin fee / account holder | $175 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |