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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 | $471,186 | $172,111+173.8% | $150,298+213.5% | $137,256+243.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.09% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $36,902 | $4,636+695.9% | $4,154+788.3% | $4,156+787.9% |
| Participant deferral / active EE | $28,500 | $6,166+362.2% | $5,453+422.7% | $6,407+344.8% |
| Admin fee / account holder | $50 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |