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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 | $391,287 | $185,312+111.2% | $161,489+142.3% | $154,746+152.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 35.54% | 103.84%-68.3pp | 89.72%-54.2pp | 172.34%-136.8pp |
| Employer contribution / active EE | $2,553 | $4,769-46.5% | $4,268-40.2% | $4,379-41.7% |
| Participant deferral / active EE | $13,680 | $6,350+115.4% | $5,630+143.0% | $6,730+103.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |