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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 | $850,381 | $957,623-11.2% | $927,953-8.4% | $587,889+44.6% |
| Participation rate | 100.0% | 94.4%+5.6pp | 93.5%+6.5pp | 87.9%+12.1pp |
| Annual return | 12.95% | 6.72%+6.2pp | 5.36%+7.6pp | 19.70%-6.7pp |
| Employer contribution / active EE | $38,307 | $24,652+55.4% | $24,118+58.8% | $21,263+80.2% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $4,634-100.0% | $8,361-100.0% |
| Admin fee / account holder | $1 | $57,396-100.0% | $55,107-100.0% | $49,457-100.0% |