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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 | $455,108 | $172,111+164.4% | $150,298+202.8% | $137,256+231.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.59% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $27,684 | $4,636+497.1% | $4,154+566.4% | $4,156+566.1% |
| Participant deferral / active EE | $23,500 | $6,166+281.1% | $5,453+331.0% | $6,407+266.8% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |