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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 | $792,900 | $184,014+330.9% | $161,149+392.0% | $138,895+470.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.35% | 21.52%-7.2pp | 21.16%-6.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $24,938 | $5,055+393.3% | $4,360+471.9% | $4,194+494.6% |
| Participant deferral / active EE | $27,250 | $6,909+294.4% | $6,153+342.9% | $6,396+326.0% |
| Admin fee / account holder | $18 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |