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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 | $154,228+222.7% | $145,433+242.2% | $137,256+262.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.85% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $17,024 | $4,804+254.4% | $4,554+273.8% | $4,156+309.6% |
| Participant deferral / active EE | $21,283 | $8,216+159.0% | $7,897+169.5% | $6,407+232.2% |
| Admin fee / account holder | $14 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |