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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 | $715,713 | $174,379+310.4% | $152,093+370.6% | $138,895+415.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.22% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $12,455 | $4,652+167.7% | $4,175+198.4% | $4,194+197.0% |
| Participant deferral / active EE | $8,192 | $6,159+33.0% | $5,451+50.3% | $6,396+28.1% |
| Admin fee / account holder | $156 | $16,880-99.1% | $14,497-98.9% | $12,562-98.8% |