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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 | $644,178 | $81,358+691.8% | $155,556+314.1% | $80,959+695.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.40% | 33.39%-20.0pp | 64.84%-51.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $28,741 | $3,106+825.2% | $4,675+514.7% | $2,757+942.4% |
| Participant deferral / active EE | $19,083 | $3,455+452.3% | $5,631+238.9% | $4,300+343.7% |
| Admin fee / account holder | $58 | $7,994-99.3% | $15,885-99.6% | $6,925-99.2% |