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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 | $197,603+118.7% | $177,827+143.0% | $158,950+171.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.78% | 58.76%-35.0pp | 48.32%-24.5pp | 302.91%-279.1pp |
| Employer contribution / active EE | $8,269 | $6,698+23.5% | $5,918+39.7% | $4,762+73.6% |
| Participant deferral / active EE | $17,432 | $8,404+107.4% | $7,713+126.0% | $5,983+191.4% |
| Admin fee / account holder | $44 | $15,402-99.7% | $12,429-99.6% | $11,248-99.6% |