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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 | $658,587 | $183,627+258.7% | $155,602+323.3% | $145,978+351.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.92% | 61.32%-42.4pp | 64.81%-45.9pp | 550.52%-531.6pp |
| Employer contribution / active EE | $17,904 | $5,316+236.8% | $4,675+282.9% | $4,662+284.1% |
| Participant deferral / active EE | $7,743 | $6,466+19.7% | $5,629+37.6% | $6,690+15.7% |
| Admin fee / account holder | $144 | $19,327-99.3% | $15,923-99.1% | $13,400-98.9% |