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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 | $658,787 | $156,398+321.2% | $147,318+347.2% | $138,895+374.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.27% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $21,999 | $4,853+353.3% | $4,593+379.0% | $4,194+424.5% |
| Participant deferral / active EE | $28,877 | $8,237+250.6% | $7,906+265.2% | $6,396+351.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |