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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 | $511,912 | $99,053+416.8% | $88,179+480.5% | $138,895+268.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.73% | 78.17%-62.4pp | 64.97%-49.2pp | 145.39%-129.7pp |
| Employer contribution / active EE | $13,104 | $2,882+354.7% | $2,549+414.0% | $4,194+212.4% |
| Participant deferral / active EE | $21,814 | $5,225+317.5% | $4,614+372.8% | $6,396+241.0% |
| Admin fee / account holder | $185 | $8,748-97.9% | $7,673-97.6% | $12,562-98.5% |