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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 | $664,349 | $174,379+281.0% | $152,093+336.8% | $138,895+378.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.24% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $12,173 | $4,652+161.7% | $4,175+191.6% | $4,194+190.2% |
| Participant deferral / active EE | $6,153 | $6,159-0.1% | $5,451+12.9% | $6,396-3.8% |
| Admin fee / account holder | $91 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |