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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 | $554,410 | $174,379+217.9% | $152,093+264.5% | $138,895+299.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.15% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $24,000 | $4,652+415.9% | $4,175+474.9% | $4,194+472.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |