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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 | $449,531 | $97,125+362.8% | $86,233+421.3% | $137,256+227.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.06% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $17,068 | $2,841+500.7% | $2,504+581.5% | $4,156+310.7% |
| Participant deferral / active EE | $22,717 | $5,180+338.6% | $4,559+398.3% | $6,407+254.6% |
| Admin fee / account holder | $150 | $9,725-98.5% | $8,342-98.2% | $12,270-98.8% |