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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 | $802,943 | $185,312+333.3% | $161,489+397.2% | $154,746+418.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.38% | 103.84%-86.5pp | 89.72%-72.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,747 | $4,769-42.4% | $4,268-35.7% | $4,379-37.3% |
| Participant deferral / active EE | $17,375 | $6,350+173.6% | $5,630+208.6% | $6,730+158.2% |
| Admin fee / account holder | $30 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |