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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 | $227,291+108.2% | $214,702+120.4% | $155,188+204.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.07% | 60.08%-43.0pp | 54.55%-37.5pp | 148.84%-131.8pp |
| Employer contribution / active EE | $27,231 | $6,772+302.1% | $6,461+321.5% | $4,248+541.1% |
| Participant deferral / active EE | $13,625 | $9,582+42.2% | $9,147+49.0% | $6,531+108.6% |
| Admin fee / account holder | $276 | $20,413-98.6% | $19,830-98.6% | $14,480-98.1% |