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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 | $655,165 | $124,351+426.9% | $109,188+500.0% | $167,553+291.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 27.96% | 26.04%+1.9pp | 25.76%+2.2pp | 478.89%-450.9pp |
| Employer contribution / active EE | $18,128 | $4,210+330.6% | $3,723+386.9% | $4,840+274.6% |
| Participant deferral / active EE | $16,892 | $5,257+221.3% | $4,654+263.0% | $6,343+166.3% |
| Admin fee / account holder | $122 | $7,975-98.5% | $6,755-98.2% | $12,316-99.0% |