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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 | $426,442 | $172,111+147.8% | $150,298+183.7% | $137,256+210.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.68% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $8,236 | $4,636+77.6% | $4,154+98.3% | $4,156+98.2% |
| Participant deferral / active EE | $7,619 | $6,166+23.6% | $5,453+39.7% | $6,407+18.9% |
| Admin fee / account holder | $128 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |