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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 | $419,289 | $165,399+153.5% | $149,745+180.0% | $158,982+163.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.75% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $7,060 | $5,105+38.3% | $4,646+52.0% | $4,763+48.2% |
| Participant deferral / active EE | $13,167 | $7,183+83.3% | $6,843+92.4% | $5,983+120.1% |
| Admin fee / account holder | $19 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |