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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 | $474,272 | $196,972+140.8% | $182,262+160.2% | $198,609+138.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.41% | 158.27%-143.9pp | 140.60%-126.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $5,154 | $5,364-3.9% | $5,046+2.1% | $5,055+2.0% |
| Participant deferral / active EE | $18,650 | $8,643+115.8% | $8,276+125.3% | $6,977+167.3% |
| Admin fee / account holder | $65 | $18,429-99.6% | $16,712-99.6% | $19,030-99.7% |