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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 | $580,486 | $156,398+271.2% | $147,318+294.0% | $138,895+317.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.34% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $26,805 | $4,853+452.3% | $4,593+483.6% | $4,194+539.1% |
| Participant deferral / active EE | $20,385 | $8,237+147.5% | $7,906+157.8% | $6,396+218.7% |
| Admin fee / account holder | $12 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |