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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 | $185,312+165.3% | $161,489+204.4% | $154,746+217.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.25% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $7,600 | $4,769+59.4% | $4,268+78.1% | $4,379+73.6% |
| Participant deferral / active EE | $10,199 | $6,350+60.6% | $5,630+81.2% | $6,730+51.5% |
| Admin fee / account holder | $23 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |