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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 | $329,505 | $184,014+79.1% | $161,149+104.5% | $138,895+137.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.58% | 21.52%-3.9pp | 21.16%-3.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $5,910 | $5,055+16.9% | $4,360+35.5% | $4,194+40.9% |
| Participant deferral / active EE | $16,550 | $6,909+139.5% | $6,153+169.0% | $6,396+158.7% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |