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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 | $955,525 | $156,398+511.0% | $147,318+548.6% | $138,895+587.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.28% | 78.75%-63.5pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $21,382 | $4,853+340.6% | $4,593+365.5% | $4,194+409.8% |
| Participant deferral / active EE | $27,250 | $8,237+230.8% | $7,906+244.7% | $6,396+326.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |