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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 | $172,111+135.8% | $150,298+170.1% | $137,256+195.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.68% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $10,621 | $4,636+129.1% | $4,154+155.7% | $4,156+155.6% |
| Participant deferral / active EE | $45,580 | $6,166+639.2% | $5,453+735.9% | $6,407+611.4% |
| Admin fee / account holder | $1 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |