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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 | $416,170 | $172,111+141.8% | $150,298+176.9% | $137,256+203.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.04% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,392 | $4,636-5.3% | $4,154+5.7% | $4,156+5.7% |
| Participant deferral / active EE | $11,026 | $6,166+78.8% | $5,453+102.2% | $6,407+72.1% |
| Admin fee / account holder | $130 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |