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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 | $532,560 | $181,896+192.8% | $156,551+240.2% | $273,972+94.4% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 7.30% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $25,989 | $6,248+315.9% | $5,501+372.4% | $4,869+433.8% |
| Participant deferral / active EE | $12,848 | $5,550+131.5% | $4,871+163.8% | $5,287+143.0% |
| Admin fee / account holder | $2 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |