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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 | $367,162 | $154,228+138.1% | $145,433+152.5% | $137,256+167.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.92% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $22,298 | $4,804+364.2% | $4,554+389.6% | $4,156+436.5% |
| Participant deferral / active EE | $17,499 | $8,216+113.0% | $7,897+121.6% | $6,407+173.1% |
| Admin fee / account holder | $125 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |