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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 | $155,555+470.6% | $146,866+504.4% | $155,188+472.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.26% | 115.41%-95.2pp | 102.85%-82.6pp | 148.84%-128.6pp |
| Employer contribution / active EE | $3,008 | $4,647-35.3% | $4,425-32.0% | $4,248-29.2% |
| Participant deferral / active EE | $17,347 | $8,044+115.6% | $7,759+123.6% | $6,531+165.6% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |