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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 | $481,576 | $156,398+207.9% | $147,318+226.9% | $138,895+246.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.25% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $15,639 | $4,853+222.2% | $4,593+240.5% | $4,194+272.9% |
| Participant deferral / active EE | $12,117 | $8,237+47.1% | $7,906+53.3% | $6,396+89.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |