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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 | $887,656 | $156,398+467.6% | $147,318+502.5% | $138,895+539.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.26% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $3,008 | $4,853-38.0% | $4,593-34.5% | $4,194-28.3% |
| Participant deferral / active EE | $17,347 | $8,237+110.6% | $7,906+119.4% | $6,396+171.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |