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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 | $154,228+207.5% | $145,433+226.1% | $137,256+245.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.41% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $5,154 | $4,804+7.3% | $4,554+13.2% | $4,156+24.0% |
| Participant deferral / active EE | $18,650 | $8,216+127.0% | $7,897+136.2% | $6,407+191.1% |
| Admin fee / account holder | $65 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |