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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 | $181,062+124.0% | $158,223+156.3% | $155,188+161.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.59% | 57.39%-37.8pp | 52.09%-32.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $9,484 | $4,565+107.8% | $4,109+130.8% | $4,248+123.3% |
| Participant deferral / active EE | $22,075 | $6,134+259.9% | $5,467+303.8% | $6,531+238.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |