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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 | $266,034 | $156,398+70.1% | $147,318+80.6% | $138,895+91.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.83% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $6,480 | $4,853+33.5% | $4,593+41.1% | $4,194+54.5% |
| Participant deferral / active EE | $3,000 | $8,237-63.6% | $7,906-62.1% | $6,396-53.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |