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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 | $562,822 | $185,312+203.7% | $161,489+248.5% | $154,746+263.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.48% | 103.84%-87.4pp | 89.72%-73.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,677 | $4,769-22.9% | $4,268-13.8% | $4,379-16.0% |
| Participant deferral / active EE | $18,167 | $6,350+186.1% | $5,630+222.7% | $6,730+169.9% |
| Admin fee / account holder | $15 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |