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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 | $497,685 | $156,398+218.2% | $147,318+237.8% | $138,895+258.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.85% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $17,024 | $4,853+250.8% | $4,593+270.7% | $4,194+305.9% |
| Participant deferral / active EE | $21,283 | $8,237+158.4% | $7,906+169.2% | $6,396+232.7% |
| Admin fee / account holder | $14 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |