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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 | $376,666 | $172,111+118.9% | $150,298+150.6% | $137,256+174.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.56% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $7,336 | $4,636+58.2% | $4,154+76.6% | $4,156+76.5% |
| Participant deferral / active EE | $15,667 | $6,166+154.1% | $5,453+187.3% | $6,407+144.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |