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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 | $432,196 | $197,637+118.7% | $177,848+143.0% | $158,982+171.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.78% | 58.77%-35.0pp | 48.33%-24.5pp | 302.99%-279.2pp |
| Employer contribution / active EE | $8,269 | $6,698+23.4% | $5,919+39.7% | $4,763+73.6% |
| Participant deferral / active EE | $17,432 | $8,405+107.4% | $7,714+126.0% | $5,983+191.3% |
| Admin fee / account holder | $44 | $15,406-99.7% | $12,431-99.6% | $11,252-99.6% |