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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 | $591,752 | $172,111+243.8% | $150,298+293.7% | $137,256+331.1% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 17.09% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $9,803 | $4,636+111.5% | $4,154+136.0% | $4,156+135.9% |
| Participant deferral / active EE | $9,248 | $6,166+50.0% | $5,453+69.6% | $6,407+44.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |