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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 | $456,605 | $126,661+260.5% | $113,397+302.7% | $138,895+228.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.08% | 25.05%-9.0pp | 23.20%-7.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $6,900 | $3,456+99.6% | $2,977+131.8% | $4,194+64.5% |
| Participant deferral / active EE | $19,500 | $5,693+242.5% | $5,076+284.1% | $6,396+204.9% |
| Admin fee / account holder | $30 | $14,549-99.8% | $11,957-99.7% | $12,562-99.8% |