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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 | $261,648 | $154,228+69.7% | $145,433+79.9% | $137,256+90.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.63% | 74.59%-54.0pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $17,667 | $4,804+267.7% | $4,554+287.9% | $4,156+325.1% |
| Participant deferral / active EE | $22,333 | $8,216+171.8% | $7,897+182.8% | $6,407+248.6% |
| Admin fee / account holder | $70 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |