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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 | $502,154 | $275,752+82.1% | $256,809+95.5% | $198,609+152.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 29.34% | 34.81%-5.5pp | 32.73%-3.4pp | 202.70%-173.4pp |
| Employer contribution / active EE | $24,701 | $7,721+219.9% | $7,263+240.1% | $5,055+388.6% |
| Participant deferral / active EE | $10,177 | $10,037+1.4% | $9,520+6.9% | $6,977+45.9% |
| Admin fee / account holder | $131 | $25,716-99.5% | $25,146-99.5% | $19,030-99.3% |