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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 | $405,521 | $172,111+135.6% | $150,298+169.8% | $137,256+195.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.59% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $9,484 | $4,636+104.6% | $4,154+128.3% | $4,156+128.2% |
| Participant deferral / active EE | $22,075 | $6,166+258.0% | $5,453+304.8% | $6,407+244.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |