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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 | $155,555+219.9% | $146,866+238.9% | $155,188+220.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.85% | 115.41%-102.6pp | 102.85%-90.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $17,024 | $4,647+266.4% | $4,425+284.8% | $4,248+300.8% |
| Participant deferral / active EE | $21,283 | $8,044+164.6% | $7,759+174.3% | $6,531+225.9% |
| Admin fee / account holder | $14 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |