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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 | $484,913 | $156,398+210.1% | $147,318+229.2% | $138,895+249.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 37.49% | 78.75%-41.3pp | 70.43%-32.9pp | 145.39%-107.9pp |
| Employer contribution / active EE | $18,111 | $4,853+273.2% | $4,593+294.3% | $4,194+331.8% |
| Participant deferral / active EE | $9,928 | $8,237+20.5% | $7,906+25.6% | $6,396+55.2% |
| Admin fee / account holder | $18 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |