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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 | $223,823+124.4% | $211,142+137.8% | $154,746+224.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 29.34% | 50.39%-21.1pp | 46.84%-17.5pp | 172.34%-143.0pp |
| Employer contribution / active EE | $24,701 | $6,787+264.0% | $6,442+283.4% | $4,379+464.1% |
| Participant deferral / active EE | $10,177 | $9,750+4.4% | $9,284+9.6% | $6,730+51.2% |
| Admin fee / account holder | $131 | $19,707-99.3% | $19,076-99.3% | $14,365-99.1% |