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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 | $511,474 | $211,224+142.1% | $178,505+186.5% | $145,897+250.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.13% | 30.28%-6.1pp | 27.16%-3.0pp | 552.29%-528.2pp |
| Employer contribution / active EE | $6,713 | $4,577+46.7% | $3,955+69.7% | $4,663+44.0% |
| Participant deferral / active EE | $16,816 | $6,966+141.4% | $6,280+167.8% | $6,689+151.4% |
| Admin fee / account holder | -$542 | $12,109-104.5% | $10,428-105.2% | $13,390-104.0% |