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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 | $426,796 | $138,393+208.4% | $184,256+131.6% | $80,959+427.2% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.7%+28.5pp |
| Annual return | 23.27% | 20.01%+3.3pp | 28.85%-5.6pp | 35.67%-12.4pp |
| Employer contribution / active EE | $49,275 | $4,847+916.5% | $6,427+666.7% | $2,757+1687.2% |
| Participant deferral / active EE | $7,643 | $7,076+8.0% | $9,133-16.3% | $4,300+77.7% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |