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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 | $223,823+80.6% | $211,142+91.5% | $154,746+161.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.05% | 50.39%-26.3pp | 46.84%-22.8pp | 172.34%-148.3pp |
| Employer contribution / active EE | $21,629 | $6,787+218.7% | $6,442+235.7% | $4,379+393.9% |
| Participant deferral / active EE | $23,983 | $9,750+146.0% | $9,284+158.3% | $6,730+256.3% |
| Admin fee / account holder | $69 | $19,707-99.7% | $19,076-99.6% | $14,365-99.5% |