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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 | $677,664 | $201,344+236.6% | $184,243+267.8% | $145,877+364.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.85% | 29.01%-12.2pp | 28.82%-12.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $7,277 | $7,022+3.6% | $6,427+13.2% | $4,663+56.1% |
| Participant deferral / active EE | $10,167 | $9,807+3.7% | $9,132+11.3% | $6,691+52.0% |
| Admin fee / account holder | $91 | $16,382-99.4% | $13,914-99.3% | $13,402-99.3% |