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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 | $491,627 | $172,111+185.6% | $150,298+227.1% | $137,256+258.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.25% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $7,600 | $4,636+63.9% | $4,154+83.0% | $4,156+82.9% |
| Participant deferral / active EE | $10,199 | $6,166+65.4% | $5,453+87.0% | $6,407+59.2% |
| Admin fee / account holder | $23 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |