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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 | $559,073 | $172,111+224.8% | $150,298+272.0% | $137,256+307.3% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 14.20% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $17,212 | $4,636+271.3% | $4,154+314.3% | $4,156+314.2% |
| Participant deferral / active EE | $7,877 | $6,166+27.8% | $5,453+44.5% | $6,407+23.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |