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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 | $526,707 | $174,379+202.0% | $152,093+246.3% | $138,895+279.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.37% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $9,571 | $4,652+105.7% | $4,175+129.3% | $4,194+128.2% |
| Participant deferral / active EE | $6,949 | $6,159+12.8% | $5,451+27.5% | $6,396+8.6% |
| Admin fee / account holder | $131 | $16,880-99.2% | $14,497-99.1% | $12,562-99.0% |