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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 | $471,204 | $172,111+173.8% | $150,298+213.5% | $137,256+243.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.88% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $21,455 | $4,636+362.8% | $4,154+416.5% | $4,156+416.2% |
| Participant deferral / active EE | $13,104 | $6,166+112.5% | $5,453+140.3% | $6,407+104.5% |
| Admin fee / account holder | $55 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |