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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 | $181,062+135.8% | $158,223+169.9% | $155,188+175.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.19% | 57.39%-41.2pp | 52.09%-35.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $9,578 | $4,565+109.8% | $4,109+133.1% | $4,248+125.5% |
| Participant deferral / active EE | $16,788 | $6,134+173.7% | $5,467+207.1% | $6,531+157.0% |
| Admin fee / account holder | $61 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |