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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 | $471,025 | $174,379+170.1% | $152,093+209.7% | $138,895+239.1% |
| Participation rate | 95.8% | 81.6%+14.2pp | 77.8%+18.1pp | 79.9%+15.9pp |
| Annual return | 22.18% | 74.86%-52.7pp | 66.36%-44.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $26,821 | $4,652+476.6% | $4,175+542.5% | $4,194+539.5% |
| Participant deferral / active EE | $14,294 | $6,159+132.1% | $5,451+162.2% | $6,396+123.5% |
| Admin fee / account holder | $241 | $16,880-98.6% | $14,497-98.3% | $12,562-98.1% |