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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 | $381,905 | $199,109+91.8% | $173,730+119.8% | $154,746+146.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.50% | 20.02%-3.5pp | 19.96%-3.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $19,267 | $5,311+262.8% | $4,577+320.9% | $4,379+340.0% |
| Participant deferral / active EE | $18,272 | $7,113+156.9% | $6,326+188.8% | $6,730+171.5% |
| Admin fee / account holder | $10 | $20,916-100.0% | $17,523-99.9% | $14,365-99.9% |