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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 | $344,412 | $154,228+123.3% | $145,433+136.8% | $137,256+150.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.79% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $24,955 | $4,804+419.5% | $4,554+447.9% | $4,156+500.5% |
| Participant deferral / active EE | $13,284 | $8,216+61.7% | $7,897+68.2% | $6,407+107.3% |
| Admin fee / account holder | $48 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |