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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 | $753,490 | $223,823+236.6% | $211,142+256.9% | $154,746+386.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.22% | 50.39%-38.2pp | 46.84%-34.6pp | 172.34%-160.1pp |
| Employer contribution / active EE | $4,248 | $6,787-37.4% | $6,442-34.1% | $4,379-3.0% |
| Participant deferral / active EE | $16,583 | $9,750+70.1% | $9,284+78.6% | $6,730+146.4% |
| Admin fee / account holder | $220 | $19,707-98.9% | $19,076-98.8% | $14,365-98.5% |