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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 | $331,978 | $154,228+115.3% | $145,433+128.3% | $137,256+141.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.04% | 74.59%-55.6pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $24,945 | $4,804+419.3% | $4,554+447.7% | $4,156+500.2% |
| Participant deferral / active EE | $12,814 | $8,216+56.0% | $7,897+62.3% | $6,407+100.0% |
| Admin fee / account holder | $199 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |