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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 | $181,062+151.4% | $158,223+187.6% | $155,188+193.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.59% | 57.39%-39.8pp | 52.09%-34.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $27,684 | $4,565+506.5% | $4,109+573.8% | $4,248+551.7% |
| Participant deferral / active EE | $23,500 | $6,134+283.1% | $5,467+329.9% | $6,531+259.8% |
| Admin fee / account holder | $12 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |