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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 | $817,159 | $185,312+341.0% | $161,489+406.0% | $154,746+428.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.94% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $6,420 | $4,769+34.6% | $4,268+50.4% | $4,379+46.6% |
| Participant deferral / active EE | $9,298 | $6,350+46.4% | $5,630+65.1% | $6,730+38.1% |
| Admin fee / account holder | $46 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |