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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 | $514,679 | $156,398+229.1% | $147,318+249.4% | $138,895+270.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.78% | 78.75%-53.0pp | 70.43%-44.7pp | 145.39%-119.6pp |
| Employer contribution / active EE | $27,954 | $4,853+476.0% | $4,593+508.6% | $4,194+566.5% |
| Participant deferral / active EE | $16,667 | $8,237+102.3% | $7,906+110.8% | $6,396+160.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |