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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 | $406,784 | $201,264+102.1% | $184,185+120.9% | $145,978+178.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 29.00%-13.0pp | 28.81%-12.8pp | 550.52%-534.5pp |
| Employer contribution / active EE | $5,989 | $7,021-14.7% | $6,426-6.8% | $4,662+28.5% |
| Participant deferral / active EE | $21,932 | $9,806+123.7% | $9,132+140.2% | $6,690+227.9% |
| Admin fee / account holder | $245 | $16,376-98.5% | $13,909-98.2% | $13,400-98.2% |