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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 | $181,062+124.2% | $158,223+156.5% | $155,188+161.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.68% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.2pp |
| Employer contribution / active EE | $10,621 | $4,565+132.7% | $4,109+158.5% | $4,248+150.0% |
| Participant deferral / active EE | $45,580 | $6,134+643.0% | $5,467+733.7% | $6,531+597.9% |
| Admin fee / account holder | $1 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |