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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 | $405,914 | $185,312+119.0% | $161,489+151.4% | $154,746+162.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.68% | 103.84%-85.2pp | 89.72%-71.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $10,621 | $4,769+122.7% | $4,268+148.8% | $4,379+142.5% |
| Participant deferral / active EE | $45,580 | $6,350+617.8% | $5,630+709.6% | $6,730+577.2% |
| Admin fee / account holder | $1 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |