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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 | $669,847 | $162,136+313.1% | $152,301+339.8% | $154,746+332.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.02% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $28,015 | $4,890+472.9% | $4,624+505.8% | $4,379+539.7% |
| Participant deferral / active EE | $20,297 | $8,341+143.3% | $8,004+153.6% | $6,730+201.6% |
| Admin fee / account holder | $145 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |