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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 | $551,337 | $136,307+304.5% | $106,619+417.1% | $273,972+101.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 10.44% | 11.05%-0.6pp | 9.42%+1.0pp | 41.46%-31.0pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,844 | $4,969+98.1% | $3,930+150.5% | $5,287+86.2% |
| Admin fee / account holder | $279 | $8,625-96.8% | $6,418-95.7% | $10,133-97.2% |