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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 | $162,136+192.5% | $152,301+211.4% | $154,746+206.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.41% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $5,154 | $4,890+5.4% | $4,624+11.5% | $4,379+17.7% |
| Participant deferral / active EE | $18,650 | $8,341+123.6% | $8,004+133.0% | $6,730+177.1% |
| Admin fee / account holder | $65 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |