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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 | $138,366+208.5% | $184,185+131.7% | $80,911+427.5% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 23.27% | 20.02%+3.2pp | 28.81%-5.5pp | 35.63%-12.4pp |
| Employer contribution / active EE | $49,275 | $4,849+916.3% | $6,426+666.9% | $2,756+1688.1% |
| Participant deferral / active EE | $7,643 | $7,074+8.0% | $9,132-16.3% | $4,297+77.9% |
| Admin fee / account holder | $0 | $10,484-100.0% | $13,909-100.0% | $6,935-100.0% |