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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 | $312,471 | $181,896+71.8% | $156,551+99.6% | $273,972+14.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.25% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $29,247 | $6,248+368.1% | $5,501+431.6% | $4,869+500.7% |
| Participant deferral / active EE | $16,741 | $5,550+201.6% | $4,871+243.7% | $5,287+216.6% |
| Admin fee / account holder | $91 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |