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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 | $506,903 | $87,546+479.0% | $75,784+568.9% | $125,389+304.3% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | 2.72% | 13.49%-10.8pp | 9.68%-7.0pp | 282.24%-279.5pp |
| Employer contribution / active EE | $13,827 | $3,930+251.8% | $3,323+316.1% | $4,866+184.2% |
| Participant deferral / active EE | $8,495 | $4,230+100.8% | $3,652+132.6% | $5,352+58.7% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |