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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 | $715,669 | $181,062+295.3% | $158,223+352.3% | $155,188+361.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.83% | 57.39%-43.6pp | 52.09%-38.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $6,364 | $4,565+39.4% | $4,109+54.9% | $4,248+49.8% |
| Participant deferral / active EE | $13,100 | $6,134+113.6% | $5,467+139.6% | $6,531+100.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |