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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 | $404,234 | $209,336+93.1% | $197,124+105.1% | $137,256+194.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.05% | 48.09%-24.0pp | 44.34%-20.3pp | 220.34%-196.3pp |
| Employer contribution / active EE | $21,629 | $6,591+228.2% | $6,227+247.3% | $4,156+420.4% |
| Participant deferral / active EE | $23,983 | $9,614+149.5% | $9,135+162.6% | $6,407+274.3% |
| Admin fee / account holder | $69 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |