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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 | $361,921 | $178,174+103.1% | $156,181+131.7% | $137,256+163.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.33% | 84.19%-66.9pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,782 | $4,972-3.8% | $4,294+11.4% | $4,156+15.1% |
| Participant deferral / active EE | $14,639 | $6,888+112.5% | $6,132+138.7% | $6,407+128.5% |
| Admin fee / account holder | $90 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |