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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 | $559,765 | $182,442+206.8% | $163,379+242.6% | $138,895+303.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.50% | 72.74%-56.2pp | 63.41%-46.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $30,346 | $4,159+629.6% | $3,752+708.7% | $4,194+623.5% |
| Participant deferral / active EE | $21,479 | $6,817+215.1% | $6,282+241.9% | $6,396+235.8% |
| Admin fee / account holder | $275 | $10,396-97.4% | $9,818-97.2% | $12,562-97.8% |