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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 | $477,412 | $156,398+205.3% | $147,318+224.1% | $138,895+243.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.67% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $11,971 | $4,853+146.7% | $4,593+160.6% | $4,194+185.4% |
| Participant deferral / active EE | $11,181 | $8,237+35.7% | $7,906+41.4% | $6,396+74.8% |
| Admin fee / account holder | $227 | $14,976-98.5% | $13,708-98.3% | $12,562-98.2% |