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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 | $455,853 | $212,386+114.6% | $199,883+128.1% | $138,895+228.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.36% | 47.75%-34.4pp | 43.81%-30.5pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $27,221 | $9,617+183.0% | $9,138+197.9% | $6,396+325.6% |
| Admin fee / account holder | $24 | $18,233-99.9% | $17,268-99.9% | $12,562-99.8% |