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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 | $393,121 | $156,398+151.4% | $147,318+166.9% | $138,895+183.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.42% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $26,613 | $4,853+448.4% | $4,593+479.5% | $4,194+534.5% |
| Participant deferral / active EE | $21,017 | $8,237+155.1% | $7,906+165.8% | $6,396+228.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |