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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 | $838,659 | $110,212+661.0% | $96,534+768.8% | $139,466+501.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.46% | 26.42%-2.0pp | 25.88%-1.4pp | 373.66%-349.2pp |
| Employer contribution / active EE | $25,922 | $3,620+616.1% | $2,965+774.1% | $4,754+445.3% |
| Participant deferral / active EE | $20,186 | $5,547+263.9% | $4,851+316.1% | $6,712+200.7% |
| Admin fee / account holder | $78 | $11,599-99.3% | $8,253-99.1% | $11,409-99.3% |