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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 | $1,340,582 | $185,141+624.1% | $153,416+773.8% | $155,188+763.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 20.98% | 18.72%+2.3pp | 17.84%+3.1pp | 148.84%-127.9pp |
| Employer contribution / active EE | $4,875 | $4,489+8.6% | $3,764+29.5% | $4,248+14.8% |
| Participant deferral / active EE | $16,438 | $5,477+200.1% | $4,723+248.0% | $6,531+151.7% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |