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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 | $414,706 | $181,062+129.0% | $158,223+162.1% | $155,188+167.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.91% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $8,571 | $4,565+87.8% | $4,109+108.6% | $4,248+101.8% |
| Participant deferral / active EE | $6,175 | $6,134+0.7% | $5,467+13.0% | $6,531-5.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |