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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 | $613,826 | $154,228+298.0% | $145,433+322.1% | $137,256+347.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.22% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $16,278 | $4,804+238.9% | $4,554+257.4% | $4,156+291.7% |
| Participant deferral / active EE | $17,569 | $8,216+113.8% | $7,897+122.5% | $6,407+174.2% |
| Admin fee / account holder | $94 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |