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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 | $577,596 | $154,228+274.5% | $145,433+297.2% | $137,256+320.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.28% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $34,500 | $4,804+618.2% | $4,554+657.5% | $4,156+730.1% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |