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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 | $174,379+307.6% | $152,093+367.3% | $138,895+411.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 31.39% | 74.86%-43.5pp | 66.36%-35.0pp | 145.39%-114.0pp |
| Employer contribution / active EE | $31,831 | $4,652+584.3% | $4,175+662.5% | $4,194+658.9% |
| Participant deferral / active EE | $20,667 | $6,159+235.5% | $5,451+279.1% | $6,396+223.1% |
| Admin fee / account holder | $246 | $16,880-98.5% | $14,497-98.3% | $12,562-98.0% |