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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 | $538,127 | $212,386+153.4% | $199,883+169.2% | $138,895+287.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.90% | 47.75%-25.8pp | 43.81%-21.9pp | 145.39%-123.5pp |
| Employer contribution / active EE | $11,655 | $6,625+75.9% | $6,261+86.1% | $4,194+177.9% |
| Participant deferral / active EE | $16,208 | $9,617+68.5% | $9,138+77.4% | $6,396+153.4% |
| Admin fee / account holder | $103 | $18,233-99.4% | $17,268-99.4% | $12,562-99.2% |