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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 | $499,647 | $154,228+224.0% | $145,433+243.6% | $137,256+264.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.61% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $19,803 | $4,804+312.2% | $4,554+334.8% | $4,156+376.5% |
| Participant deferral / active EE | $17,469 | $8,216+112.6% | $7,897+121.2% | $6,407+172.7% |
| Admin fee / account holder | $9 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |