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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 | $413,379 | $227,291+81.9% | $214,702+92.5% | $155,188+166.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.50% | 60.08%-43.6pp | 54.55%-38.1pp | 148.84%-132.3pp |
| Employer contribution / active EE | $9,098 | $6,772+34.4% | $6,461+40.8% | $4,248+114.2% |
| Participant deferral / active EE | $19,129 | $9,582+99.6% | $9,147+109.1% | $6,531+192.9% |
| Admin fee / account holder | $8 | $20,413-100.0% | $19,830-100.0% | $14,480-99.9% |