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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 | $426,971 | $174,379+144.9% | $152,093+180.7% | $138,895+207.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.19% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $9,578 | $4,652+105.9% | $4,175+129.4% | $4,194+128.4% |
| Participant deferral / active EE | $16,788 | $6,159+172.6% | $5,451+208.0% | $6,396+162.5% |
| Admin fee / account holder | $61 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |