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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 | $845,112 | $156,398+440.4% | $147,318+473.7% | $138,895+508.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.49% | 78.75%-66.3pp | 70.43%-57.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $46,193 | $4,853+851.8% | $4,593+905.8% | $4,194+1001.4% |
| Participant deferral / active EE | $18,998 | $8,237+130.6% | $7,906+140.3% | $6,396+197.0% |
| Admin fee / account holder | $269 | $14,976-98.2% | $13,708-98.0% | $12,562-97.9% |