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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 | $385,910 | $155,555+148.1% | $146,866+162.8% | $155,188+148.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.20% | 115.41%-96.2pp | 102.85%-83.7pp | 148.84%-129.6pp |
| Employer contribution / active EE | $10,403 | $4,647+123.9% | $4,425+135.1% | $4,248+144.9% |
| Participant deferral / active EE | $8,856 | $8,044+10.1% | $7,759+14.1% | $6,531+35.6% |
| Admin fee / account holder | $142 | $14,755-99.0% | $13,620-99.0% | $14,480-99.0% |