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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 | $212,386+136.4% | $199,883+151.2% | $138,895+261.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 29.34% | 47.75%-18.4pp | 43.81%-14.5pp | 145.39%-116.1pp |
| Employer contribution / active EE | $24,701 | $6,625+272.9% | $6,261+294.5% | $4,194+488.9% |
| Participant deferral / active EE | $10,177 | $9,617+5.8% | $9,138+11.4% | $6,396+59.1% |
| Admin fee / account holder | $131 | $18,233-99.3% | $17,268-99.2% | $12,562-99.0% |