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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 | $181,062+165.6% | $158,223+203.9% | $155,188+209.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.50% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $24,586 | $4,565+438.6% | $4,109+498.4% | $4,248+478.8% |
| Participant deferral / active EE | $19,074 | $6,134+210.9% | $5,467+248.9% | $6,531+192.0% |
| Admin fee / account holder | $226 | $18,825-98.8% | $16,047-98.6% | $14,480-98.4% |