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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 | $480,823 | $185,312+159.5% | $161,489+197.7% | $154,746+210.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.50% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $24,586 | $4,769+415.5% | $4,268+476.0% | $4,379+461.4% |
| Participant deferral / active EE | $19,074 | $6,350+200.4% | $5,630+238.8% | $6,730+183.4% |
| Admin fee / account holder | $226 | $18,654-98.8% | $16,006-98.6% | $14,365-98.4% |