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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 | $533,232 | $156,398+240.9% | $147,318+262.0% | $138,895+283.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.00% | 78.75%-62.8pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $17,950 | $4,853+269.9% | $4,593+290.8% | $4,194+328.0% |
| Participant deferral / active EE | $13,081 | $8,237+58.8% | $7,906+65.4% | $6,396+104.5% |
| Admin fee / account holder | $34 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |