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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 | $481,162 | $162,136+196.8% | $152,301+215.9% | $154,746+210.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.68% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,764 | $4,890-63.9% | $4,624-61.9% | $4,379-59.7% |
| Participant deferral / active EE | $20,815 | $8,341+149.6% | $8,004+160.1% | $6,730+209.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |