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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 | $174,379+170.2% | $152,093+209.8% | $138,895+239.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.88% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $21,455 | $4,652+361.2% | $4,175+413.9% | $4,194+411.5% |
| Participant deferral / active EE | $13,104 | $6,159+112.8% | $5,451+140.4% | $6,396+104.9% |
| Admin fee / account holder | $55 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |