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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 | $634,765 | $172,111+268.8% | $150,298+322.3% | $137,256+362.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.84% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $12,997 | $4,636+180.3% | $4,154+212.9% | $4,156+212.7% |
| Participant deferral / active EE | $20,111 | $6,166+226.2% | $5,453+268.8% | $6,407+213.9% |
| Admin fee / account holder | $218 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |