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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 | $533,902 | $154,228+246.2% | $145,433+267.1% | $137,256+289.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.97% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,564 | $4,804-46.6% | $4,554-43.7% | $4,156-38.3% |
| Participant deferral / active EE | $10,706 | $8,216+30.3% | $7,897+35.6% | $6,407+67.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |