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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 | $172,111+374.8% | $150,298+443.7% | $137,256+495.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.94% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $6,420 | $4,636+38.5% | $4,154+54.6% | $4,156+54.5% |
| Participant deferral / active EE | $9,298 | $6,166+50.8% | $5,453+70.5% | $6,407+45.1% |
| Admin fee / account holder | $46 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |