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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 | $162,136+112.4% | $152,301+126.1% | $154,746+122.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.79% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $24,955 | $4,890+410.3% | $4,624+439.6% | $4,379+469.9% |
| Participant deferral / active EE | $13,284 | $8,341+59.3% | $8,004+66.0% | $6,730+97.4% |
| Admin fee / account holder | $48 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |