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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 | $407,351 | $154,228+164.1% | $145,433+180.1% | $137,256+196.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.21% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $5,793 | $4,804+20.6% | $4,554+27.2% | $4,156+39.4% |
| Participant deferral / active EE | $14,932 | $8,216+81.7% | $7,897+89.1% | $6,407+133.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |