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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 | $447,224 | $181,062+147.0% | $158,223+182.7% | $155,188+188.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.34% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $27,644 | $4,565+505.6% | $4,109+572.8% | $4,248+550.8% |
| Participant deferral / active EE | $15,068 | $6,134+145.6% | $5,467+175.6% | $6,531+130.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |