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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 | $495,197 | $315,200+57.1% | $238,191+107.9% | $155,188+219.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 20.12% | 10.25%+9.9pp | 13.02%+7.1pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,694 | $6,383-42.1% | $5,082-27.3% | $4,248-13.0% |
| Participant deferral / active EE | $11,502 | $8,044+43.0% | $6,726+71.0% | $6,531+76.1% |
| Admin fee / account holder | $89 | $48,031-99.8% | $34,582-99.7% | $14,480-99.4% |