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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 | $97,125+427.1% | $86,233+493.6% | $137,256+273.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.73% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $13,104 | $2,841+361.2% | $2,504+423.2% | $4,156+215.3% |
| Participant deferral / active EE | $21,814 | $5,180+321.1% | $4,559+378.5% | $6,407+240.5% |
| Admin fee / account holder | $185 | $9,725-98.1% | $8,342-97.8% | $12,270-98.5% |