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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 | $611,012 | $174,379+250.4% | $152,093+301.7% | $138,895+339.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.65% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $28,888 | $4,652+521.0% | $4,175+592.0% | $4,194+588.8% |
| Participant deferral / active EE | $15,571 | $6,159+152.8% | $5,451+185.6% | $6,396+143.4% |
| Admin fee / account holder | $2 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |