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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 | $445,586 | $181,062+146.1% | $158,223+181.6% | $155,188+187.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.19% | 57.39%-47.2pp | 52.09%-41.9pp | 148.84%-138.7pp |
| Employer contribution / active EE | $16,715 | $4,565+266.2% | $4,109+306.8% | $4,248+293.5% |
| Participant deferral / active EE | $4,584 | $6,134-25.3% | $5,467-16.2% | $6,531-29.8% |
| Admin fee / account holder | $213 | $18,825-98.9% | $16,047-98.7% | $14,480-98.5% |