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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 | $533,315 | $181,896+193.2% | $156,551+240.7% | $273,972+94.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.95% | 30.74%-15.8pp | 32.23%-17.3pp | 41.46%-26.5pp |
| Employer contribution / active EE | $20,547 | $6,248+228.9% | $5,501+273.5% | $4,869+322.0% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |