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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 | $498,906 | $174,379+186.1% | $152,093+228.0% | $138,895+259.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.42% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $13,733 | $4,652+195.2% | $4,175+228.9% | $4,194+227.4% |
| Participant deferral / active EE | $17,627 | $6,159+186.2% | $5,451+223.3% | $6,396+175.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |