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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 | $181,062+190.9% | $158,223+232.9% | $155,188+239.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.37% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $9,571 | $4,565+109.7% | $4,109+132.9% | $4,248+125.3% |
| Participant deferral / active EE | $6,949 | $6,134+13.3% | $5,467+27.1% | $6,531+6.4% |
| Admin fee / account holder | $131 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |