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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 | $719,611 | $315,200+128.3% | $238,191+202.1% | $155,188+363.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 12.39% | 10.25%+2.1pp | 13.02%-0.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $19,079 | $6,383+198.9% | $5,082+275.4% | $4,248+349.1% |
| Participant deferral / active EE | $15,905 | $8,044+97.7% | $6,726+136.5% | $6,531+143.5% |
| Admin fee / account holder | $278 | $48,031-99.4% | $34,582-99.2% | $14,480-98.1% |