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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 | $457,537 | $185,312+146.9% | $161,489+183.3% | $154,746+195.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.46% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $11,641 | $4,769+144.1% | $4,268+172.7% | $4,379+165.8% |
| Participant deferral / active EE | $16,743 | $6,350+163.7% | $5,630+197.4% | $6,730+148.8% |
| Admin fee / account holder | $286 | $18,654-98.5% | $16,006-98.2% | $14,365-98.0% |