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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 | $213,785+78.6% | $185,441+105.9% | $155,188+146.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.50% | 19.97%-3.5pp | 20.16%-3.7pp | 148.84%-132.3pp |
| Employer contribution / active EE | $19,267 | $5,393+257.3% | $4,672+312.4% | $4,248+353.6% |
| Participant deferral / active EE | $18,272 | $6,864+166.2% | $6,152+197.0% | $6,531+179.8% |
| Admin fee / account holder | $10 | $21,134-100.0% | $17,890-99.9% | $14,480-99.9% |