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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 | $465,253 | $181,062+157.0% | $158,223+194.1% | $155,188+199.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.29% | 57.39%-34.1pp | 52.09%-28.8pp | 148.84%-125.5pp |
| Employer contribution / active EE | $10,979 | $4,565+140.5% | $4,109+167.2% | $4,248+158.5% |
| Participant deferral / active EE | $6,714 | $6,134+9.5% | $5,467+22.8% | $6,531+2.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |