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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 | $473,177 | $223,823+111.4% | $211,142+124.1% | $154,746+205.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.07% | 50.39%-33.3pp | 46.84%-29.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $27,231 | $6,787+301.2% | $6,442+322.7% | $4,379+521.8% |
| Participant deferral / active EE | $13,625 | $9,750+39.7% | $9,284+46.8% | $6,730+102.4% |
| Admin fee / account holder | $276 | $19,707-98.6% | $19,076-98.6% | $14,365-98.1% |