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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 | $561,433 | $181,896+208.7% | $156,551+258.6% | $273,972+104.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.03% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $18,851 | $6,248+201.7% | $5,501+242.7% | $4,869+287.2% |
| Participant deferral / active EE | $18,450 | $5,550+232.4% | $4,871+278.8% | $5,287+249.0% |
| Admin fee / account holder | $13 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |