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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 | $499,507 | $181,896+174.6% | $156,551+219.1% | $273,972+82.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.70% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,300 | $6,248-15.2% | $5,501-3.7% | $4,869+8.9% |
| Participant deferral / active EE | $9,700 | $5,550+74.8% | $4,871+99.1% | $5,287+83.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |