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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 | $710,713 | $185,312+283.5% | $161,489+340.1% | $154,746+359.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 31.39% | 103.84%-72.4pp | 89.72%-58.3pp | 172.34%-140.9pp |
| Employer contribution / active EE | $31,831 | $4,769+567.4% | $4,268+645.8% | $4,379+626.9% |
| Participant deferral / active EE | $20,667 | $6,350+225.5% | $5,630+267.1% | $6,730+207.1% |
| Admin fee / account holder | $246 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |