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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 | $398,086 | $148,623+167.8% | $135,974+192.8% | $139,466+185.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.46% | 79.30%-66.8pp | 68.30%-55.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $16,125 | $5,246+207.4% | $4,859+231.9% | $4,754+239.2% |
| Participant deferral / active EE | $14,370 | $8,103+77.4% | $7,760+85.2% | $6,712+114.1% |
| Admin fee / account holder | $246 | $12,406-98.0% | $10,767-97.7% | $11,409-97.8% |