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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 | $458,109 | $162,136+182.5% | $152,301+200.8% | $154,746+196.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.89% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $5,883 | $4,890+20.3% | $4,624+27.2% | $4,379+34.3% |
| Participant deferral / active EE | $27,941 | $8,341+235.0% | $8,004+249.1% | $6,730+315.1% |
| Admin fee / account holder | $189 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |