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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 | $505,996 | $154,228+228.1% | $145,433+247.9% | $137,256+268.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.32% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,543 | $4,804-5.4% | $4,554-0.3% | $4,156+9.3% |
| Participant deferral / active EE | $5,300 | $8,216-35.5% | $7,897-32.9% | $6,407-17.3% |
| Admin fee / account holder | $48 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |