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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 | $383,600 | $172,111+122.9% | $150,298+155.2% | $137,256+179.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.26% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $17,344 | $4,636+274.1% | $4,154+317.5% | $4,156+317.3% |
| Participant deferral / active EE | $15,250 | $6,166+147.3% | $5,453+179.7% | $6,407+138.0% |
| Admin fee / account holder | $259 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |