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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 | $399,612 | $181,062+120.7% | $158,223+152.6% | $155,188+157.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.76% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.1pp |
| Employer contribution / active EE | $15,623 | $4,565+242.2% | $4,109+280.2% | $4,248+267.8% |
| Participant deferral / active EE | $2,305 | $6,134-62.4% | $5,467-57.8% | $6,531-64.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |