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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 | $185,312+124.6% | $161,489+157.7% | $154,746+168.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.04% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $4,392 | $4,769-7.9% | $4,268+2.9% | $4,379+0.3% |
| Participant deferral / active EE | $11,026 | $6,350+73.6% | $5,630+95.8% | $6,730+63.8% |
| Admin fee / account holder | $130 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |