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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 | $783,516 | $156,398+401.0% | $147,318+431.9% | $138,895+464.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.80% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,764 | $4,853-43.1% | $4,593-39.8% | $4,194-34.1% |
| Participant deferral / active EE | $21,875 | $8,237+165.6% | $7,906+176.7% | $6,396+242.0% |
| Admin fee / account holder | $100 | $14,976-99.3% | $13,708-99.3% | $12,562-99.2% |